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Sleep Medicine — Sleep Evaluation Template

Internal Medicine Sleep Medicine Updated: 1/3/2026

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.

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]
Symptoms:
  • Snoring: Loud / Intermittent / None
  • Witnessed Apneas: Yes / No
  • Choking/Gasping: Yes / No
  • Morning Headaches: Yes / No
  • Dry Mouth: Yes / No
  • Restless Legs: Yes / No
Screening Tools:
  • Epworth Sleepiness Scale (ESS): [0-24 Score] (Normal <10)
  • STOP-BANG Score: [0-8 Score] (High risk ≥5)
Prior Treatment:
  • 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
Cardiopulmonary:
  • 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
Treatment:
  • CPAP/BiPAP: Initiation / Titration / Compliance Check
  • Sleep Hygiene: Discussed (Regular schedule, dark room, no screens)
  • Weight Loss: Recommended
  • Positional Therapy: Side sleeping recommended
Medications:
  • Initiate/Adjust: [Medication]
  • Discontinue: [Medication]
Follow-up:
  • After study results / 4-6 weeks for compliance / Yearly

💡 Tip: Click anywhere to edit. Changes are temporary.

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