Sleep Medicine — Sleep Evaluation Template
The Sleep Medicine Evaluation Template is designed for sleep specialists, pulmonologists, and neurologists evaluating patients for sleep disorders. This template captures sleep history, Epworth Sleepiness Scale, STOP-BANG score, CPAP history, and detailed sleep hygiene review. It supports documentation for polysomnography (PSG) orders and CPAP compliance. Ideal for sleep clinics and home sleep testing evaluation.
Quick-Use Checklist
Use this checklist before finalizing documentation.
- Confirm visit context, chief concern, and date/time of service before note completion.
- Capture required exam/findings and plan elements that support coding specificity.
- Document medical decision making clearly to reduce denials and audit risk.
Template
Visit Information
Date: [Date]
Visit type: New Consult / Follow-up / CPAP Compliance
Referring provider: [Name]
Chief Complaint
Primary sleep concern: Snoring / Apnea / Insomnia / RLS / Narcolepsy
Duration: [Duration]
Sleep History
Schedule:- Bedtime: [Time] Wake time: [Time]
- Time to fall asleep (Sleep Latency): [Minutes]
- Nighttime awakenings (WASO): [Frequency and duration]
- Naps: [Frequency and duration]
- Snoring: Loud / Intermittent / None
- Witnessed Apneas: Yes / No
- Choking/Gasping: Yes / No
- Morning Headaches: Yes / No
- Dry Mouth: Yes / No
- Restless Legs: Yes / No
- Epworth Sleepiness Scale (ESS): [0-24 Score] (Normal <10)
- STOP-BANG Score: [0-8 Score] (High risk ≥5)
- CPAP Use: Yes / No / Intolerant
- Masks tried: [Type]
- Medications: [Melatonin, Z-drugs, etc.]
Medical History
- Comorbidities: HTN, CHF, AFib, DM, Stroke, GERD
- Social: Alcohol use (timing), Caffeine intake (amount/time), Smoking
Physical Examination
Vital Signs: BMI [Value], BP [Value], Neck Circumference [Value cm] (Risk >40cm/16in) HEENT:- Mallampati Score: I / II / III / IV
- Tonsils: 0 / 1+ / 2+ / 3+ / 4+
- Oropharynx: Crowded / Clear
- Nasal Patency: Clear / Obstruction / Septal Deviation
- Retrognathia: Yes / No
- Heart: RRR / Murmurs / Irregular
- Lungs: Clear / Wheezes / Rhonchi
- Edema: None / Trace / Pitting
Assessment
1) [Diagnosis - e.g., Obstructive Sleep Apnea, Chronic Insomnia]
- ICD-10: [Code]
- Severity: Mild / Moderate / Severe (Based on AHI if known)
2) [Comorbidity - e.g., Obesity, Hypertension]
Plan
Diagnostic Testing:- Order Home Sleep Test (HST): Yes / No
- Order In-Lab Polysomnography (PSG): Yes / No (Split-night?)
- Multiple Sleep Latency Test (MSLT): Indicated / Not indicated
- CPAP/BiPAP: Initiation / Titration / Compliance Check
- Sleep Hygiene: Discussed (Regular schedule, dark room, no screens)
- Weight Loss: Recommended
- Positional Therapy: Side sleeping recommended
- Initiate/Adjust: [Medication]
- Discontinue: [Medication]
- After study results / 4-6 weeks for compliance / Yearly
💡 Tip: Click anywhere to edit. Changes are temporary.
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