Neurology — Headache Evaluation Template
The Headache Evaluation Template is designed for neurologists and headache specialists evaluating patients with primary and secondary headache disorders. This template documents headache characteristics, red flag screening, trigger identification, and treatment optimization. Supports appropriate billing for E/M services and includes ICHD-3 criteria assessment, medication overuse evaluation, acute and preventive treatment planning, and disability impact measurement. Ideal for headache clinics, neurology practices, and primary care providers managing complex headache patients.
Template
Visit Information
Date: [Date]
Visit type: New / Follow-up
Last visit: [Date]
Current headache status: Active / Resolved / Chronic daily
Chief Complaint
[Primary headache concern]
Current headache: Yes / No — Duration: [X] hours/days
Headache-free days per month: [X]/30
Red Flag Assessment (SNOOP)
[ ] S - Systemic symptoms (fever, weight loss, cancer, HIV)
[ ] N - Neurological symptoms or signs
[ ] O - Onset sudden (thunderclap)
[ ] O - Older age at onset (>50 years)
[ ] P - Pattern change (progressive, new type)
[ ] P - Positional (worse lying down)
[ ] P - Papilledema
[ ] P - Precipitated by Valsalva
[ ] P - Pregnancy/postpartum
Red flags present: None / [List] — Urgent workup needed: Yes / No
Headache History
Current Headache Type(s)
Primary headache type: Migraine / Tension-type / Cluster / TAC / Other
Headache 1 (Primary):Frequency: [X] days per month
Duration untreated: [X] hours
Location: Unilateral / Bilateral / [Specific location]
Quality: Throbbing / Pressure / Stabbing / Burning
Severity: [X]/10 average, [X]/10 worst
Timing: Any time / Morning / Evening / Nocturnal / Menstrual
Associated features:
[ ] Nausea
[ ] Vomiting
[ ] Photophobia
[ ] Phonophobia
[ ] Osmophobia
[ ] Cutaneous allodynia
[ ] Cranial autonomic symptoms: [Lacrimation, rhinorrhea, ptosis, miosis]
Aura: None / [X]% of attacks
Type: Visual / Sensory / Motor / Speech / Brainstem / Retinal
Duration: [X] minutes
Timing: Before headache / With headache / Without headache
[Repeat format if patient has multiple headache types]
Triggers
Identified triggers:
[ ] Stress [ ] Sleep changes [ ] Weather/barometric pressure
[ ] Hormonal (menses, ovulation) [ ] Alcohol [ ] Caffeine
[ ] Foods: [Specific]
[ ] Skipping meals [ ] Dehydration [ ] Bright lights
[ ] Strong odors [ ] Physical exertion [ ] Sexual activity
[ ] Other: [Specify]
Premonitory symptoms: None / [Fatigue, mood changes, neck stiffness, yawning, food cravings]
Postdrome: None / [Fatigue, cognitive difficulties, mood changes]
Headache Pattern
Age of onset: [X] years
Initial pattern: Episodic / Chronic from onset
Current pattern: Episodic (<15 days/month) / Chronic (≥15 days/month)
Transformation date: [If episodic → chronic]
Headache-free periods: Yes / No
Disability Assessment
MIDAS Score: [X] — Grade [I/II/III/IV]
- Days missed work/school: [X]
- Days reduced productivity at work: [X]
- Days missed household activities: [X]
- Days reduced household productivity: [X]
- Days missed family/social/leisure: [X]
HIT-6 Score: [X] — [Little/Some/Substantial/Severe] impact
Functional impact:
- Work: [Full capacity, reduced, disability]
- Social: [Active, limited, isolated]
- Sleep: [Normal, disrupted]
- Mood: [Normal, depression, anxiety]
Current Treatment
Acute Medications
| Medication | Dose | Frequency/month | Efficacy | Side effects |
|---|---|---|---|---|
| [Name] | [Dose] | [X days] | [Good/Fair/Poor] | [None/List] |
Acute medication use days/month: [X]
Medication overuse: No / Yes — Type: [Triptan, analgesic, combination, opioid]
- Criteria: Triptans ≥10 days, simple analgesics ≥15 days, combination ≥10 days
Time to efficacy: [X] hours
Pain-free at 2 hours: Yes / No — [%]
Sustained relief (24 hours): Yes / No — [%]
Preventive Medications
Current preventive(s):
| Medication | Dose | Duration | Response | Side effects |
|---|---|---|---|---|
| [Name] | [Dose] | [X weeks/months] | [X% reduction] | [None/List] |
Prior preventives tried:
| Medication | Max dose | Duration | Reason stopped |
|---|---|---|---|
| [Name] | [Dose] | [Duration] | [Ineffective/side effects/other] |
Non-Pharmacological Treatments
[ ] Behavioral therapy/biofeedback — Response: [Good/Fair/Poor]
[ ] Physical therapy — Response: [Good/Fair/Poor]
[ ] Acupuncture — Response: [Good/Fair/Poor]
[ ] Nerve blocks — Type: [GON, trigger point] — Response: [Good/Fair/Poor]
[ ] Neuromodulation — Device: [sTMS, eNS, VNS] — Response: [Good/Fair/Poor]
[ ] Botox — Response: [Good/Fair/Poor]
Comorbidities
Psychiatric:
- Depression: No / Yes — PHQ-9: [X]
- Anxiety: No / Yes — GAD-7: [X]
- PTSD: No / Yes
- Bipolar: No / Yes
Sleep:
- Insomnia: No / Yes
- Sleep apnea: No / Yes — On CPAP: Yes / No
- Poor sleep hygiene: No / Yes
Medical:
- Hypertension: No / Yes
- Obesity: No / Yes — BMI: [X]
- Chronic pain syndromes: No / Yes — [Type]
- Fibromyalgia: No / Yes
Physical Examination
Vital Signs
BP: [X/X]
HR: [X]
Weight: [X] — BMI: [X]
General
Appearance: Well / [Distressed, photophobic]
Pain behaviors: None / [Guarding, grimacing]
Head and Neck
Scalp tenderness: None / [Location]
Temporal arteries: Normal / Tender / Thickened / Reduced pulse
Trigger points: None / [Location — trapezius, SCM, occipital]
Cervical ROM: Full / Limited [direction]
TMJ: Normal / Tenderness / Click / Limited opening
Neurological
Mental status: Alert and oriented
Cranial nerves: Intact / [Abnormality]
Fundoscopy: Normal / [Papilledema, venous pulsations]
Visual fields: Full / [Deficit]
Pupils: PERRL / [Anisocoria, Horner's]
Facial sensation/strength: Intact / [Asymmetry]
Motor: [5/5] throughout / [Weakness]
Sensory: Intact / [Deficit]
Reflexes: Symmetric / [Asymmetry]
Coordination: Normal / [Dysmetria]
Gait: Normal / [Ataxia]
Allodynia Assessment (if applicable)
Thermal: Absent / Present — Location: [X]
Mechanical static: Absent / Present — Location: [X]
Mechanical dynamic: Absent / Present — Location: [X]
Diagnostic Studies
Imaging:
- MRI brain: [Date, findings]
- MRA: [Date, findings]
- CT head: [Date, findings]
Laboratory (if indicated):
- ESR/CRP: [If GCA concern]
- Thyroid: [If indicated]
- Other: [Specific]
Assessment
Diagnosis (ICHD-3 Classification)
1) [Primary diagnosis] — [Episodic/Chronic]
- Frequency: [X] days/month
- Disability: MIDAS Grade [X]
2) [Secondary diagnoses if applicable]
- Medication overuse headache: Yes / No
- [Other]
Response to Current Treatment
Acute: Adequate / Inadequate — [%] response
Preventive: Adequate / Inadequate — [%] reduction
Overall control: Well-controlled / Partially controlled / Poorly controlled
Plan
Acute Treatment
Continue: [Current effective acute medications]
Change/Add:
- [Medication, dose, max per week]
- Rescue: [Medication for refractory attacks]
Instructions:
- Treat early when pain is mild
- Limit acute medications to [X] days per week
- [Other specific instructions]
Preventive Treatment
Continue: [Current preventive if working]
Adjust: [Dose change]
Add/Change to:
- [New preventive, starting dose, titration schedule, target dose]
- Rationale: [Why this choice — comorbidities, side effect profile, efficacy]
Timeline: Assess efficacy at [X] weeks
Goal: [X]% reduction in headache days
CGRP-Targeted Therapy (if indicated)
[ ] Anti-CGRP mAb: [Erenumab, fremanezumab, galcanezumab, eptinezumab]
[ ] Gepant (preventive): [Atogepant, rimegepant]
Indication: [Failed X conventional preventives]
Monitoring: [Constipation, injection site reactions]
Botox (if indicated)
Indication: Chronic migraine (≥15 days/month, ≥8 migraine days)
Protocol: 155-195 units, 31-39 injection sites
Frequency: Every 12 weeks
Prior authorization: [Status]
Non-Pharmacological
[ ] Headache diary — Track: [Frequency, severity, triggers, medications]
[ ] Lifestyle modifications:
- Sleep hygiene: Regular schedule, [X] hours
- Hydration: [X] oz daily
- Exercise: [X] minutes, [X] times/week
- Trigger avoidance: [Specific]
- Stress management: [Techniques]
[ ] Behavioral therapy: [Biofeedback, CBT for headache]
[ ] Physical therapy: [Neck, posture, trigger points]
[ ] Nerve block: [GON, trigger point] — Schedule: [X]
Medication Overuse Management (if applicable)
[ ] Education on MOH provided
[ ] Taper/discontinue: [Medication]
[ ] Bridge therapy: [Steroid taper, nerve block, etc.]
[ ] Preventive optimization during withdrawal
Mental Health
[ ] Depression/anxiety screening: [Results]
[ ] Mental health referral: [If indicated]
[ ] [Treatment if applicable]
Follow-up
Return: [X] weeks/months
- Purpose: [Assess preventive efficacy, adjust treatment]
- Bring: Headache diary
- Sooner if: [New neurological symptoms, significant worsening, red flags]
Patient Education
- Headache pathophysiology and treatment rationale
- Medication instructions and side effects
- Importance of headache diary
- Medication overuse prevention
- Trigger management
- When to seek urgent care
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