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Neurology — New Patient Consultation Template

Neurology Neurology Updated: 11/26/2025

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):

RightLeft
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+)

RightLeft
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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