Alzheimer Disease (outpatient + biomarker era)
Encounter flow
12/12 authoredCanonical 12-phase frame with authored status for this dossier.
Frame
Insidious-onset amnestic syndrome with biomarker confirmation (CSF / blood p-tau217 / amyloid-PET) meeting NIA-AA 2011 clinical + 2018 biomarker frameworks (McKhann PMID 21514250; NIA-AA 2018 PMID 29653606)
AD clinical syndrome assigned (probable AD dementia / MCI due to AD / preclinical AD)
Patient inputs (18)
Age ≥65 typical sporadic AD; <65 = early-onset AD (consider APOE e4/e4 + dominant mutations) (NIA-AA 2011 PMID 21514250)
IADL impairment defines major NCD vs MCI; preserved IADL = MCI due to AD (Albert AAN MCI PMID 21514249)
Amnestic presentation is most common AD phenotype (McKhann NIA-AA 2011 PMID 21514250)
Depression mimics AD (pseudodementia); GDS preferred elderly; treat before assigning AD label (AAN 2018)
Anticholinergic / benzodiazepine / sedating burden reversibly worsens cognition; deprescribe per AGS Beers 2023
Insidious months-years onset characteristic of AD; rapid <1 y → CJD / autoimmune workup (route to symptom.dementia.v1 red-flag)
Hypothyroid mimic; reversible (AAN 2018)
B12 deficiency mimic; treat with IM if <200 pg/mL (AAN 2018)
Neurosyphilis is reversible dementia (AAN 2018)
HIV-associated neurocognitive disorder treatable with ART (AAN 2018)
Hippocampal + medial-temporal atrophy supports AD; baseline microbleed + superficial siderosis count gates mAb eligibility (≥4 microbleeds OR superficial siderosis = block) (NIA-AA 2011; CLARITY-AD PMID 36449413)
Delirium-superimposed-on-dementia common; CAM/4AT must be negative before chronic AD diagnosis (Inouye Lancet 2014)
Biomarker confirmation before anti-amyloid mAb; CSF Aβ42/40 low + p-tau181/217 elevated OR blood p-tau217 elevated OR amyloid-PET positive (NIA-AA 2018 PMID 29653606; CLARITY-AD PMID 36449413)
Confirms AD biology when CSF/blood unavailable; mandatory pre-donanemab tau-PET stratification (TRAILBLAZER-ALZ 2 PMID 37459141)
Biparietal/temporal hypometabolism supports AD vs FTD frontal pattern (NIA-AA 2018)
Caregiver Zarit ≥21 drives institutionalization risk; respite + APS referral (APA 2024)
MoCA <18 / FAST ≥4 / accident history → driving cessation discussion (AAN 2018; APA 2024)
APOE e4/e4 homozygote ~3-4× ARIA-E/H risk on lecanemab/donanemab; influences shared-decision pre-mAb (AAN 2024 appropriate-use; CLARITY-AD van Dyck NEJM 2023 PMID 36449413)
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Severity triggers (13)
- informationalseveresevere_ad_dementiaSevere AD — MMSE <10, CDR 3, total dependence, mutism / immobility late, FAST 6-7 (NIA-AA 2011)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalseverearia_e_anti_amyloid_edemaARIA-E — vasogenic edema on FLAIR/T2 in mAb recipient; symptomatic (headache, visual change, confusion, seizure) OR asymptomatic surveillance finding (CLARITY-AD PMID 36449413)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalseverearia_h_microhemorrhageARIA-H — new microhemorrhage (≤10 mm hypointensity on GRE/SWI) or superficial siderosis in mAb recipient (CLARITY-AD PMID 36449413)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalseverewandering_safety_riskWandering — elopement risk; MedicAlert / GPS device / secured exits requiredTrigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatemild_ad_dementiaMild AD dementia — MMSE 21-26, CDR 1, IADL impairment, episodic memory predominant (NIA-AA 2011 PMID 21514250)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatemoderate_ad_dementiaModerate AD — MMSE 10-20, CDR 2, ADL impairment, language + executive decline (NIA-AA 2011)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderateamyloid_pet_positive_mab_eligibleAmyloid biomarker positive + CDR 0.5-1 + MMSE ≥22 + no anticoagulation + <5 microbleeds + no superficial siderosis → lecanemab or donanemab candidate (CLARITY-AD PMID 36449413; TRAILBLAZER-ALZ 2 PMID 37459141)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatebehavioral_neuropsychiatric_sxBPSD — apathy / agitation / psychosis / depression / aggression; non-pharm DICE FIRST per APA 2024Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatecaregiver_burden_severeCaregiver Zarit ≥21 → high burnout risk; institutionalization driverTrigger could not be auto-evaluated — needs clinician judgement.
- informationalmoderatedriving_safety_concernDriving concern — MoCA <18 / FAST ≥4 / accident / family report / on-road eval failureTrigger could not be auto-evaluated — needs clinician judgement.
- informationalmildpreclinical_ad_biomarker_positivePreclinical AD — amyloid biomarker positive (CSF/blood/PET) but asymptomatic (NIA-AA 2018 PMID 29653606)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmildmci_due_to_adMCI due to AD — amyloid biomarker positive + objective episodic memory deficit + preserved IADL (Albert AAN MCI PMID 21514249)Trigger could not be auto-evaluated — needs clinician judgement.
- informationalmildsundowning_evening_agitationSundowning — evening agitation / confusion / pacing; circadian disruptionTrigger could not be auto-evaluated — needs clinician judgement.
Workflow calculators
Run this disease's risk and dosing calculators inline.
Recommended regimen
Cholinesterase inhibitor + memantine ladder (AAN 2018; NICE 2024 dementia)- donepezilfirst lineAChE_inhibitor5 mg PO QHS • PO • daily; titrate to 10 mg after 4-6 wk (max: 23 mg/day reserved for severe AD with caution)triggers: mild_to_severe_ADAAN 2018 PMID 29282327 modest symptomatic benefit; GI + bradycardia + sleep ADRsrxcui 997220
- rivastigminefirst lineAChE_BuChE_inhibitor4.6 mg/24h patch • transdermal • daily; titrate to 9.5 then 13.3 mg/24h q4 wk (max: 13.3 mg/24h patch)triggers: donepezil_intolerant, PO_difficultyPatch reduces GI ADRs; FDA-approved for PDD/DLB overlap (McKeith 2017)rxcui 183379
- galantaminesecond lineAChE_inhibitor8 mg ER PO daily • PO • daily; titrate to 16 then 24 mg q4 wk (max: 24 mg/day)triggers: alternative_ChEIWeak nicotinic modulation (AAN 2018)rxcui 2690627
outpatient playbook — drug actions (8)
- 1. donepezil5 mg PO QHS → 10 mg • PO • dailytrigger: Mild-moderate ADAAN 2018 first-line ChEI
- 2. rivastigmine patch4.6 → 9.5 → 13.3 mg/24h • transdermal • dailytrigger: GI intolerance or PO difficultyPatch reduces GI ADRs
- 3. memantine5 mg titrate to 10 mg BID • PO • BIDtrigger: Moderate-severe (MMSE ≤14)AAN 2018 add-on
- 4. lecanemab10 mg/kg IV q2w × 18 mo • IV infusion • q2 wktrigger: Biomarker+ early AD + CDR 0.5-1 + MMSE ≥22 + safety screen passedCLARITY-AD PMID 36449413
- 5. donanemab700 mg × 3 then 1400 mg IV q4w • IV infusion • q4 wk to amyloid clearancetrigger: Biomarker+ early AD + low/intermediate tau PET + safety screen passedTRAILBLAZER-ALZ 2 PMID 37459141
- 6. sertraline25-100 mg PO daily • PO • dailytrigger: Depression / anxiety / agitationAPA 2024
- 7. citalopram10-20 mg PO daily • PO • dailytrigger: AD agitation (CitAD)CitAD PMID 24549548; QT-limited
- 8. pimavanserin34 mg PO daily • PO • dailytrigger: AD psychosis (off-label)No D2 blockade (avoid motor worsening if DLB overlap)
Auto-drafted A&P note
outpatientSubjective
- Possible entry pathways: Insidious episodic memory decline + word-finding + IADL impact (NIA-AA 2011 McKhann PMID 21514250); Amnestic MCI — preserved IADL but objective episodic memory deficit (Albert AAN MCI PMID 21514249); CSF Aβ42/40 low OR amyloid-PET positive OR blood p-tau217 elevated (NIA-AA 2018 PMID 29653606).
Objective
- No vitals, labs, or imaging entered for this encounter.
Assessment
**Alzheimer Disease (outpatient + biomarker era)** (neuro.alzheimer.v1). Phenotype framing: AD vs mixed AD-vascular (route to neuro.vascular-dementia.v1) vs FTD (route to neuro.frontotemporal-dementia.v1) vs DLB vs PDD (route to neuro.parkinson.v1 PDD trigger) vs reversible mimics — biomarker decoupling of clinical syndrome from biology per NIA-AA 2018 Scope: Insidious-onset amnestic syndrome with biomarker confirmation (CSF / blood p-tau217 / amyloid-PET) meeting NIA-AA 2011 clinical + 2018 biomarker frameworks (McKhann PMID 21514250; NIA-AA 2018 PMID 29653606) No severity triggers fired against current inputs.
Plan
Regimen axis: **Cholinesterase inhibitor + memantine ladder (AAN 2018; NICE 2024 dementia)** — step "Step 1 — Mild-to-moderate AD (MMSE 10-26) — start ChEI". 1. donepezil 5 mg PO QHS PO daily; titrate to 10 mg after 4-6 wk (AChE_inhibitor, first line) — AAN 2018 PMID 29282327 modest symptomatic benefit; GI + bradycardia + sleep ADRs 2. rivastigmine 4.6 mg/24h patch transdermal daily; titrate to 9.5 then 13.3 mg/24h q4 wk (AChE_BuChE_inhibitor, first line) — Patch reduces GI ADRs; FDA-approved for PDD/DLB overlap (McKeith 2017) 3. galantamine 8 mg ER PO daily PO daily; titrate to 16 then 24 mg q4 wk (AChE_inhibitor, second line) — Weak nicotinic modulation (AAN 2018) Setting playbook (outpatient) — Primary cognitive clinic — comprehensive AD management q3-6 mo: cognitive + functional assessment, biomarker review, mAb eligibility + ARIA monitoring, BPSD management, lifestyle (BP <130/80, statin, exercise, MIND diet), caregiver support, driving + advance directives 4. donepezil 5 mg PO QHS → 10 mg PO daily — Mild-moderate AD (AAN 2018 first-line ChEI) 5. rivastigmine patch 4.6 → 9.5 → 13.3 mg/24h transdermal daily — GI intolerance or PO difficulty (Patch reduces GI ADRs) 6. memantine 5 mg titrate to 10 mg BID PO BID — Moderate-severe (MMSE ≤14) (AAN 2018 add-on) 7. lecanemab 10 mg/kg IV q2w × 18 mo IV infusion q2 wk — Biomarker+ early AD + CDR 0.5-1 + MMSE ≥22 + safety screen passed (CLARITY-AD PMID 36449413) 8. donanemab 700 mg × 3 then 1400 mg IV q4w IV infusion q4 wk to amyloid clearance — Biomarker+ early AD + low/intermediate tau PET + safety screen passed (TRAILBLAZER-ALZ 2 PMID 37459141) 9. sertraline 25-100 mg PO daily PO daily — Depression / anxiety / agitation (APA 2024) 10. citalopram 10-20 mg PO daily PO daily — AD agitation (CitAD) (CitAD PMID 24549548; QT-limited) 11. pimavanserin 34 mg PO daily PO daily — AD psychosis (off-label) (No D2 blockade (avoid motor worsening if DLB overlap)) Non-pharmacologic actions: - Non-pharm DICE for BPSD (APA 2024) - Aerobic exercise 150 min/wk (FINGER signal) - MIND / Mediterranean diet - Cognitive engagement + social activity - Hearing aids + glasses (Lancet 2024 dementia commission) - Sleep hygiene + OSA workup if STOP-BANG ≥3 - BP control <130/80 (SPRINT-MIND PMID 30688979) - Statin per ACC/AHA 2026 - Driving evaluation per state + functional capacity - Caregiver education + support groups (Alzheimer Association) - Advance directives + POLST + capacity assessment at moderate stage - Vaccinations annual influenza + pneumococcal + COVID + RSV - Annual neuro-psych battery if cognitive change - Bone health (DEXA + vitamin D + calcium; fracture risk elevated) AVOID / contraindication checks: - ChEI_bradycardia_syncope_HR_baseline (AAN 2018) - ChEI_GI_titrate_with_food (AAN 2018) - ChEI_avoid_concurrent_anticholinergic (AGS Beers 2023) - Memantine_renal_dose_adjust_eGFR_lt_30 (AAN 2018) - ChEI_caution_in_severe_COPD_asthma (AAN 2018)
Monitoring
Regimen monitoring: - MoCA or MMSE q6 to 12 mo (AAN 2018) - HR at each visit for ChEI (AAN 2018) - caregiver function review q3 mo (NICE 2024 dementia) - BEERS deprescribe sweep q6 mo (AGS Beers 2023) Setting (outpatient) monitoring: - MoCA + functional review q3-6 mo - ARIA MRI baseline + before infusions 5/7/14 on mAb - Med titration + ChEI HR monitor - Annual hearing + vision + sleep + driving - Caregiver Zarit q3-6 mo Follow-up plan: Caregiver education + dementia care navigator; driving cessation per MoCA / FAST trajectory; capacity assessment + advance directives / POLST; palliative referral at FAST 7 (NICE 2024 dementia; APA 2024) - Close-out criterion: Caregiver + advance care plan established Monitoring phase: Annual MoCA + function; ARIA MRI surveillance at baseline + before infusions 5/7/14 on mAb (CLARITY-AD PMID 36449413; TRAILBLAZER-ALZ 2 PMID 37459141); AGS Beers 2023 deprescribe q6 mo; antipsychotic taper q3 mo if used (APA 2024)
Disposition
Current setting: outpatient — Primary cognitive clinic — comprehensive AD management q3-6 mo: cognitive + functional assessment, biomarker review, mAb eligibility + ARIA monitoring, BPSD management, lifestyle (BP <130/80, statin, exercise, MIND diet), caregiver support, driving + advance directives Disposition criteria: - Continue indefinite cognitive clinic q3-6 mo - Transition to palliative + hospice at FAST 7 (loss ambulation + ≤6 words/day + recurrent infections) Escalation triggers (move to higher acuity): - Acute delirium superimposed → ED + workup - ARIA-E with neuro deficit on mAb → pause + urgent MRI + neurology - Severe BPSD refractory to non-pharm + SSRI → consider time-limited antipsychotic with documented goal - Behavioural crisis with safety risk → ED + geriatric psychiatry - Caregiver burnout → respite + APS / home health intensification
Earlier-Return Triggers
Return-precaution thresholds (watch for): - [SEVERE] Severe AD — MMSE <10, CDR 3, total dependence, mutism / immobility late, FAST 6-7 (NIA-AA 2011) - [SEVERE] ARIA-E — vasogenic edema on FLAIR/T2 in mAb recipient; symptomatic (headache, visual change, confusion, seizure) OR asymptomatic surveillance finding (CLARITY-AD PMID 36449413) - [SEVERE] ARIA-H — new microhemorrhage (≤10 mm hypointensity on GRE/SWI) or superficial siderosis in mAb recipient (CLARITY-AD PMID 36449413)
Citations
- NIA-AA 2018 research framework (Jack PMID 29653606) + NIA-AA 2011 clinical criteria (McKhann PMID 21514250) + AAN 2024 anti-amyloid mAb appropriate-use + APA 2024 BPSD + AGS Beers 2023 [PMID:29653606](https://pubmed.ncbi.nlm.nih.gov/29653606/) - Cited evidence (PMID 36449413) [PMID:36449413](https://pubmed.ncbi.nlm.nih.gov/36449413/) - Cited evidence (PMID 37459141) [PMID:37459141](https://pubmed.ncbi.nlm.nih.gov/37459141/) - Cited evidence (PMID 21514249) [PMID:21514249](https://pubmed.ncbi.nlm.nih.gov/21514249/) - Cited evidence (PMID 21514250) [PMID:21514250](https://pubmed.ncbi.nlm.nih.gov/21514250/) Last reconciled with current guidelines: 2026-05-15.
- NIA-AA 2018 research framework (Jack PMID 29653606) + NIA-AA 2011 clinical criteria (McKhann PMID 21514250) + AAN 2024 anti-amyloid mAb appropriate-use + APA 2024 BPSD + AGS Beers 2023 — PMID:29653606
- Cited evidence (PMID 36449413) — PMID:36449413
- Cited evidence (PMID 37459141) — PMID:37459141
- Cited evidence (PMID 21514249) — PMID:21514249
- Cited evidence (PMID 21514250) — PMID:21514250