Skip to main content

Sleep Medicine — Sleep Evaluation Template

Internal Medicine Sleep Medicine Updated: 1/4/2026

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.

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.

Related templates

Automate Your Documentation

Use this template with OrbVoice AI medical scribe to automatically generate structured notes from patient conversations. Save 2+ hours daily while maintaining documentation quality.

Related resources