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Cognitive Screening & Referral Workflow Template for Primary Care

A pre-built, customizable clinical workflow template (EHR-agnostic) that embeds validated cognitive screening into routine primary care visits, auto-triggers blood biomarker ordering when red flags appear, and routes positive cases to memory specialists with structured handoff documentation. Practices download, configure for their EHR, and deploy in 2-3 weeks without IT overhead.

TEMPLATE

25 weeks • 70% confidence

Value Proposition

Eliminates diagnostic bottleneck by embedding early detection into existing primary care workflow; reduces time from symptom recognition to biomarker testing from 8-12 weeks to 1-2 weeks; practices avoid costly specialist referrals for rule-out cases; improves Medicare quality metrics (cognitive impairment screening); template is one-time purchase, no per-test fees.

Target Audience

Small-to-mid primary care practices (10-50 providers) and federally qualified health centers (FQHCs) lacking specialist access; practices using Epic, Cerner, Athena, or paper-based systems

Key Features

  • Pre-populated visit template with Montreal Cognitive Assessment (MoCA) or Mini-Cog screening (2-3 minute versions)
  • Conditional logic: if screening score abnormal → auto-populate blood biomarker order (phospho-tau, amyloid) with CPT codes
  • Referral letter generator: auto-fills patient demographics, screening results, biomarker results (once available) for memory specialist handoff
  • And more, with full implementation detail...

Tech Stack

EHR template design tools (Epic SmartPhrase builder, Cerner orderset designer, Athena template editor) PDF creation and hosting (Canva, Adobe InDesign for patient handouts) Video creation (Loom, ScreenFlow for deployment walkthroughs) Version control and documentation (Google Docs, GitHub for tracking template updates)
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Original Problem

Delayed Alzheimer's diagnosis leads to missed treatment windows and accelerated cognitive decline

Patients and families experience agonizing uncertainty waiting months for definitive Alzheimer's diagnosis through expensive PET/MRI scans and cognitive testing, during which irreversible neurodegeneration progresses unchecked. Current diagnostic pathways are slow, costly, and inaccessible in routine clinical settings, forcing patients into advanced stages before confirmation. A rapid, accurate blood test could enable early intervention when treatments are most effective, but this capability hasn't yet reached everyday clinical practice.

Score: 17.5%