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02. How to Work Up a Case of Insomnia?

Published on May 1, 2020 Expired on April 1, 2023

Charles F. Reynolds III, M.D.

Editor, American Journal of Geriatric Psychiatry Distinguished Professor of Psychiatry emeritus - University of Pittsburgh School of Medicine

Key Points

  • It is important to contextualize insomnia, considering each patient’s medical and psychiatric history.
  • A specific treatment plan—made through shared decision making with the patient and his or her caregiver—can be provided when these factors are kept in mind.

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Slides and Transcript

Slide 1 of 11

Let's now talk about how to work up a case of insomnia disorder.

Slide 2 of 11

When you review the DSM-5 chapter on sleep-wake disorders, you'll see the diagnostic criteria for insomnia disorder that specify that the patient's complaints of difficulty falling or staying asleep typically occur three times a week or longer, have lasted three months or longer and are associated with daytime distress and impairment.
References:
  • DSM-5 American Psychiatric Association. (2013). Diagnostic and statistical manual of mental disorders. Arlington: American Psychiatric Publishing.
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Slide 3 of 11

At the core of what we're doing is the vicious cycle displayed here, sleep difficulties leading to frustration to more arousal to further sleep difficulty. And ultimately, by means of our workup and intervention, we want to substitute a virtuous cycle for the vicious cycle depicted here.
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285.
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.

Slide 4 of 11

As part of the workup, consider possible causes of insomnia disorder in adults. Be mindful that the differential diagnoses include circadian rhythm changes whether delayed or advanced sleep phase syndromes, primary sleep disorders and of particular importance co-occurring medical and psychiatric illness.
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.
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Slide 5 of 11

prescribed and over-the-counter medications and self-treatment with things like alcohol and caffeine. In older adults, also consider the possibility of a neurodegenerative disorder. Part of the history and evaluation also includes a review of sleep hygiene practices. Does the patient engage in practices that promote sleep or destroy sleep? We'll talk more about that later in the context of brief behavioral treatment for insomnia.
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.

Slide 6 of 11

Consider as part of the differential diagnoses such primary sleep disorders as obstructive sleep apnea, for example, what we saw in Chip's case in the earlier tape and other issues like restless legs syndrome, periodic limb movement disorders and REM sleep behavior disorders. All of these are described with their diagnostic criteria in the DSM-5 chapter on sleep-wake disorders.
References:
  • DSM-5 American Psychiatric Association. (2013). Diagnostic and statistical manual of mental disorders. Arlington: American Psychiatric Publishing.
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Slide 7 of 11

An important part of the evaluation also addresses psychiatric and medical comorbidities, for example, pain related to neuropathy or arthritis, congestive heart failure, COPD and other issues like this. In older adults, central nervous system disorders like dementia or Parkinson's also come to mind.  
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.

Slide 8 of 11

Consider also the medications being ingested by the patient and in particular at what time of day they are being taken. If a medication is arousing, for example, it may be better if it's prescribed for ingestion earlier in the day rather than later in the day. It's important to have a good handle on all the medications that a patient is using. We've dealt with issues like this at greater length in a chapter by Karl Doghramji and I published in Charlie Nemeroff's volume and I recommend that to you. It's captioned here.
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.
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Slide 9 of 11

A useful part of the workup of insomnia disorder is to pay attention to the specific insomnia symptoms such as difficulty falling asleep, difficulty maintaining sleep, early morning awakening and nonrestorative sleep. Specific insomnia symptoms do aid in differential diagnosis and particularly so in the context of the patient's age. So for example, trouble falling asleep may signal a circadian rhythm sleep disorder such as a delayed sleep phase syndrome in a younger patient. Early morning awakening by contrast especially in an older patient could signal another type of circadian rhythm sleep disorder namely advanced sleep phase syndrome or possibly clinical depression. Difficulty maintaining sleep may result from pain or from a breathing-related sleep disorder as we saw in the case of Chip.
References:
  • Doghramji, K., & Reynolds III, C. F. (2012). Management of Treatment-Resistant Insomnia. Management of Treatment-Resistant Major Psychiatric Disorders, 285
  • Nemeroff, C. B. (Ed.). (2012). Management of treatment-resistant major psychiatric disorders. Oxford University Press.

Slide 10 of 11

And these are the key points to take home. It's important in other words to place insomnia symptoms within both a 24-hour or circadian context of sleep-wake rhythms as well as within the context of the particular patient's medical and psychiatric history. I would emphasize that like pain, symptoms of insomnia are often determined by many things. Understanding these factors helps to arrive at a specific treatment plan for the shared decision making with the patient and with their caregiver.
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Slide 11 of 11

Learning Objectives:

After completing this activity, the learner will be able to:

  1. Assess insomnia adequately to recommend the best approach for each patient.
  2. Summarize pharmacologic and nonpharmacologic treatments for insomnia and other sleep-wake disorders.

Original Release Date: May 1, 2020

Review and Re-release Date: March 1, 2023

Expiration Date: April 1, 2023

Relevant Financial Disclosures: 

Charles F. Reynolds, III declares the following interests:

- Merck; ecology of insomnia conference:  consulting

All of the relevant financial relationships listed above have been mitigated by Medical Academy and the Psychopharmacology Institute.

Contact Information: For questions regarding the content or access to this activity, contact us at support@psychopharmacologyinstitute.com

Instructions for Participation and Credit:

Participants must complete the activity online during the valid credit period that is noted above.

Follow these steps to earn CME credit:

  1. View the required educational content provided on this course page.

  2. Answer the quiz for promoting retention of knowledge.

  3. Complete the Post Activity Evaluation for providing the necessary feedback for continuing accreditation purposes and for the development of future activities. NOTE: Completing the Post Activity Evaluation after the quiz is required to receive the earned credit.

  4. Download your certificate.

Accreditation Statement

This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Education through the joint providership of Medical Academy LLC and the Psychopharmacology Institute. Medical Academy is accredited by the ACCME to provide continuing medical education for physicians.

Credit Designation Statement

Medical Academy designates this enduring activity for a maximum of 1 AMA PRA Category 1 credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

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