Neurology — New Patient Consultation Template
The Neurology New Patient Consultation Template is designed for neurologists evaluating patients with neurological complaints. This comprehensive template documents detailed neurological history, comprehensive neurological examination, diagnostic workup, and management planning. Supports appropriate billing for new patient consultations (99243-99245) and includes sections for headache characterization, seizure history, cognitive assessment, cranial nerve examination, motor/sensory evaluation, and differential diagnosis. Ideal for general neurology practices, headache clinics, and academic neurology services.
Template
Consultation Information
Referring physician: [Name, specialty]
Reason for referral: [Chief complaint]
Date of consultation: [Date]
Urgency: Routine / Urgent
Chief Complaint
[Primary neurological concern]
Duration: [Onset, timeline]
Laterality: Right / Left / Bilateral / N/A
Current status: Improving / Stable / Worsening / Fluctuating
History of Present Illness
[Detailed narrative of neurological complaint]
For Headache
Type: Migraine / Tension / Cluster / Other
Location: [Unilateral, bilateral, frontal, occipital, etc.]
Quality: Throbbing / Pressure / Stabbing / Dull
Severity: [X]/10
Duration: [Minutes, hours, days]
Frequency: [Episodes per week/month]
Aura: None / Visual / Sensory / Motor / [Description]
Triggers: [Stress, foods, sleep, menses, etc.]
Associated: Photophobia / Phonophobia / Nausea / Vomiting / Neck pain
Red flags: [ ] Thunderclap onset [ ] Fever [ ] Weight loss [ ] Worst headache of life [ ] Neurological deficits
For Seizure
Type: Generalized tonic-clonic / Absence / Focal aware / Focal impaired awareness / Unknown
Frequency: [Episodes per week/month/year]
Last seizure: [Date/time]
Duration: [Seconds/minutes]
Warning/aura: None / [Description]
Ictal features: [Movements, behaviors, speech]
Postictal state: [Confusion, weakness, duration]
Witnesses: Yes / No
Tongue bite: Yes / No
Incontinence: Yes / No
Triggers: [Sleep deprivation, alcohol, stress, flashing lights]
Driving status: [Restrictions]
For Weakness/Numbness
Onset: Sudden / Gradual
Pattern: [Distribution - single limb, hemiparesis, paraparesis, etc.]
Progression: Stable / Progressive / Fluctuating / Improving
Associated: Pain / Paresthesias / Bowel/bladder changes / Dysphagia / Dysarthria
For Movement Disorder
Type: Tremor / Bradykinesia / Rigidity / Dystonia / Chorea / Tics
Onset: [Date]
Progression: Stable / Progressive
Rest vs action: [When symptoms occur]
Asymmetry: Yes / No
Associated: Gait changes / Falls / Cognitive changes / Sleep disturbance
For Cognitive Concerns
Domains affected: Memory / Language / Executive function / Visuospatial
Onset: Sudden / Gradual
Progression: Stable / Progressive / Fluctuating
Functional impact: [ADLs, IADLs]
Behavioral changes: None / [Depression, anxiety, apathy, disinhibition]
Caregiver input: [Observations]
Neurological Review of Systems
[ ] Headaches [ ] Vision changes [ ] Diplopia [ ] Hearing changes
[ ] Vertigo/dizziness [ ] Facial weakness [ ] Dysphagia [ ] Dysarthria
[ ] Weakness [ ] Numbness/paresthesias [ ] Tremor [ ] Gait difficulty
[ ] Incoordination [ ] Memory problems [ ] Confusion [ ] Seizures
[ ] Sleep disturbance [ ] Bladder/bowel dysfunction
Past Medical History
Neurological conditions:
- Stroke/TIA: None / [Date, type, deficits]
- Seizures/epilepsy: None / [Type, onset, medications]
- Head injury: None / [Date, severity, LOC]
- CNS infection: None / [Type, date]
- Brain surgery: None / [Procedure, date]
- MS/demyelinating: None / [Details]
- Parkinson's/movement: None / [Details]
Other medical conditions: [Relevant comorbidities]
Surgical History
[Relevant surgeries, especially neurosurgical]
Medications
Current neurological medications:
- [Medication, dose, frequency, duration]
Prior failed medications: [If applicable]
Other medications: [List]
Allergies
[Drug allergies with reactions]
Family History
Migraines: Yes / No — [Relationship]
Epilepsy: Yes / No — [Relationship]
Stroke: Yes / No — [Relationship, age]
Dementia: Yes / No — [Type, relationship]
Movement disorders: Yes / No — [Type, relationship]
Neuromuscular disease: Yes / No — [Type, relationship]
Other neurological: [Details]
Social History
Occupation: [Current, cognitive/physical demands]
Education: [Highest level completed]
Handedness: Right / Left / Ambidextrous
Tobacco: Current / Former / Never — Pack-years: [X]
Alcohol: [Quantity, frequency]
Recreational drugs: [If applicable]
Driving: Active / Restricted / Not driving
Living situation: Independent / With family / Assisted living / SNF
ADL/IADL status: Independent / Needs assistance with [X]
Physical Examination
Vital Signs
BP: [X/X]
HR: [X]
RR: [X]
Temp: [X]°F
SpO2: [X]%
General
Appearance: Well-appearing / [Concerns]
Affect: Normal / [Flat, anxious, depressed]
Mental Status
Alertness: Alert / Drowsy / Lethargic / Obtunded
Orientation: Oriented x [1/2/3/4] — [Person, place, time, situation]
Attention: Intact / Impaired — [Months backward, serial 7s]
Language:
- Fluency: Normal / Non-fluent
- Comprehension: Intact / Impaired
- Repetition: Intact / Impaired
- Naming: Intact / Impaired — [Objects tested]
Memory:
- Immediate recall: [X]/3 words
- Delayed recall: [X]/3 words at 5 minutes
- Remote: Intact / Impaired
Executive function: [Clock draw, Luria, trails description]
Visuospatial: Intact / Impaired — [Copy, neglect testing]
Cranial Nerves
I (Olfactory): Not tested / Intact / Impaired
II (Optic):
- Visual acuity: [R: 20/X, L: 20/X]
- Visual fields: Full / [Deficit — type, location]
- Fundoscopy: Normal / [Papilledema, pallor, hemorrhage]
- Pupils: [Size] mm, PERRL / [Anisocoria, APD]
III, IV, VI (Oculomotor):
- Extraocular movements: Full / [Limitation — specify]
- Ptosis: Absent / Present [R/L]
- Nystagmus: Absent / Present — [Direction, type]
V (Trigeminal):
- Sensation: Intact V1/V2/V3 / [Deficit]
- Motor (masseter): Intact / Weak [R/L]
- Corneal reflex: Present / Absent [R/L]
VII (Facial):
- Motor: Symmetric / [Weakness — upper vs lower, R/L]
- Taste: Not tested / Intact / Impaired
VIII (Vestibulocochlear):
- Hearing: Intact bilaterally / [Decreased R/L]
- Rinne/Weber: [If tested]
IX, X (Glossopharyngeal, Vagus):
- Palate elevation: Symmetric / Asymmetric
- Gag reflex: Present / Absent / Diminished
- Voice: Normal / Hoarse / Nasal
XI (Accessory):
- SCM: [5]/5 bilaterally
- Trapezius: [5]/5 bilaterally
XII (Hypoglossal):
- Tongue: Midline / Deviation [R/L]
- Atrophy: Absent / Present
- Fasciculations: Absent / Present
Motor Examination
Bulk: Normal / Atrophy [Location]
Tone: Normal / Increased [Spastic/rigid] / Decreased [Location]
Strength (0-5 scale):
| Right | Left | |
|---|---|---|
| Deltoid | /5 | /5 |
| Biceps | /5 | /5 |
| Triceps | /5 | /5 |
| Wrist extension | /5 | /5 |
| Grip | /5 | /5 |
| Finger abduction | /5 | /5 |
| Hip flexion | /5 | /5 |
| Knee extension | /5 | /5 |
| Knee flexion | /5 | /5 |
| Ankle dorsiflexion | /5 | /5 |
| Ankle plantarflexion | /5 | /5 |
| Great toe extension | /5 | /5 |
Pattern: Normal / Pyramidal / LMN / Myopathic / [Other]
Pronator drift: Absent / Present [R/L]
Fasciculations: Absent / Present [Location]
Sensory Examination
Light touch: Intact / [Deficit — distribution]
Pinprick: Intact / [Deficit — distribution]
Temperature: Not tested / Intact / [Deficit]
Vibration: Intact / [Decreased — level]
Proprioception: Intact / [Impaired — specify]
Romberg: Negative / Positive
Sensory level: None / [Level]
Pattern: Normal / Stocking-glove / Dermatomal / Hemisensory / [Other]
Reflexes (0-4+)
| Right | Left | |
|---|---|---|
| Biceps (C5-6) | ||
| Brachioradialis (C6) | ||
| Triceps (C7) | ||
| Patellar (L4) | ||
| Achilles (S1) |
Plantar response: Flexor / Extensor [R/L]
Hoffman's sign: Absent / Present [R/L]
Clonus: Absent / Present [Location, beats]
Coordination
Finger-to-nose: Normal / Dysmetria / Intention tremor [R/L]
Heel-to-shin: Normal / Dysmetria [R/L]
Rapid alternating movements: Normal / Dysdiadochokinesia [R/L]
Gait and Station
Gait: Normal / [Wide-based, spastic, ataxic, shuffling, festinating, steppage, antalgic]
Tandem gait: Normal / Impaired
Toe walking: Normal / Impaired
Heel walking: Normal / Impaired
Romberg: Negative / Positive
Pull test (if applicable): Normal / Retropulsion
Special Tests (if indicated)
Meningeal signs:
- Neck stiffness: Absent / Present
- Kernig: Negative / Positive
- Brudzinski: Negative / Positive
Diagnostic Studies Review
Prior imaging:
- MRI brain: [Date, findings]
- MRI spine: [Date, findings]
- CT head: [Date, findings]
- MRA/CTA: [Date, findings]
Prior studies:
- EEG: [Date, findings]
- EMG/NCS: [Date, findings]
- Lumbar puncture: [Date, findings]
- Evoked potentials: [Date, findings]
Laboratory: [Relevant results]
Assessment
1) [Primary neurological diagnosis]
[Localization, etiology if known]
2) [Secondary diagnoses]
Differential diagnosis:
- [Most likely]
- [Alternative 1]
- [Alternative 2]
Localization: [Cortical, subcortical, brainstem, spinal cord, peripheral nerve, NMJ, muscle]
Plan
Diagnostic Workup
Imaging:
- [ ] MRI brain [With/without contrast]
- [ ] MRI spine [Cervical/thoracic/lumbar]
- [ ] MRA/CTA [Head/neck]
- [ ] CT head
Neurophysiology:
- [ ] EEG [Routine/extended/video]
- [ ] EMG/NCS
- [ ] Evoked potentials [Type]
Laboratory:
- [ ] [Specific tests based on differential]
Lumbar puncture: [ ] Indicated — [Opening pressure, cell count, protein, glucose, cultures, cytology, etc.]
Treatment
Acute management: [If applicable]
Medications:
- [New medication, dose, titration schedule]
- [Adjustments to current medications]
Referrals
- [ ] Neuropsychology
- [ ] Physical therapy
- [ ] Occupational therapy
- [ ] Speech therapy
- [ ] Neuro-ophthalmology
- [ ] Neurosurgery
- [ ] Sleep medicine
- [ ] Other: [Specify]
Patient Education
- Diagnosis explanation
- Medication instructions and side effects
- Driving restrictions (if applicable)
- Seizure precautions (if applicable)
- Activity restrictions
- Warning signs requiring urgent evaluation
Follow-up
Return: [X] weeks
- Sooner if: [Specific warning signs]
- For: [Results review, treatment response, etc.]
Communication
Discussed with patient/family: [Topics covered]
Report sent to: [Referring physician, PCP]
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