Pituitary/Adrenal Axis Evaluation Note

Structured template for endocrinology evaluation of HPA axis disorders including adrenal insufficiency workup, Cushing syndrome screening, and pituitary lesion assessment. Features dedicated medication/exposure confounde…

Document Type

clinical note / Diagnostic Evaluation Note

Specialties

Endocrinology
Created by Augustun

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Date/Time: [Date and time of encounter]

Setting: [outpatient / inpatient]

Note Type: [initial evaluation / test result review / interval follow-up]

Referral Source: [Referring clinician and specific clinical question]

Information Sources and Reliability

  • [Patient interview and symptom history] (Note interpreter use and historian reliability)
  • [Outside records reviewed: sources and date range] (List key gaps in available records)
  • [Imaging reports and prior endocrine notes reviewed] (State if images were personally reviewed vs report only)
  • [Medication reconciliation and pharmacy verification status]
  • [Limitations and missing critical data] (Flag unknowns explicitly; do not infer)

Patient Summary

One-sentence summary: [Age], [relevant clinical context], evaluated for [primary HPA axis question: suspected primary vs central adrenal insufficiency / ACTH-dependent vs ACTH-independent hypercortisolism / pituitary lesion with possible mass effect or hormone dysfunction].

Safety status: [Adrenal crisis risk / pituitary apoplexy or mass effect concern / significant electrolyte derangements / pregnancy status]. [Actions taken today if urgent risk present: empiric stress-dose coverage, urgent specialty referral, ED referral].

Chief Concern and Clinical Questions

Chief concern: [Patient's phrasing of main concern] (Include when informative)

Clinical framing: [Clinical statement translating concern into HPA axis terms]

  • [Testable clinical question #1] (e.g., Is cortisol deficiency present and is it primary vs central?)
  • [Testable clinical question #2] (e.g., Is hypercortisolism present vs pseudo-Cushing physiology?)
  • [Additional clinical questions as applicable]

History of Present Illness

[Narrative time course and trigger] (Begin with onset and context: post-surgery, glucocorticoid taper, new pituitary lesion, postpartum, intercurrent illness. Describe why evaluation is occurring now and why pre-test probability is non-trivial. Reference prior testing with dates and clinical context. Embed only key dated results here; reserve detailed data for Objective.)

Since Last Visit: [Interval symptoms, intercurrent illnesses, steroid exposures, hospitalizations, new testing] (Include for follow-up notes only; omit for initial evaluations)

Symptom Review

  • Hypocortisolism symptoms: [Fatigue, weight loss, anorexia, nausea, orthostasis, salt craving, hyperpigmentation] (Include onset, frequency, severity; document pertinent negatives)
  • Hypercortisolism symptoms: [Proximal weakness, easy bruising, wide/purple striae, facial rounding, dorsocervical fat pad, mood/menstrual changes, new or worsening hypertension/diabetes/osteoporosis] (Include onset, frequency, severity; document pertinent negatives)
  • Pituitary lesion symptoms: [Headache pattern, visual symptoms, galactorrhea, symptoms of other pituitary hormone deficits] (Include pertinent negatives)

Medication and Exposure Confounders

(Required section for HPA axis interpretation. Document all routes with agent, dose, frequency, duration, indication, taper, and exact last use date/time.)

Current medications:

  • [Systemic glucocorticoids: agent, dose, frequency, start date, taper plan, last dose date/time]
  • [Non-oral glucocorticoids: inhaled / intranasal / topical / intra-articular / epidural / ophthalmic with agent, potency, frequency, last use]
  • [Medications affecting HPA axis or assays: oral estrogen, enzyme inducers/inhibitors, opioids, antifungals, anti-epileptics]
  • [Current endocrine replacements and timing relative to planned labs]

Prior relevant exposures:

  • [Past glucocorticoid courses: indication, cumulative dose/duration, stop date]
  • [Recent procedures with steroid injections: type, site, date]

Uncertain exposures: [Exposure history uncertain or incomplete] (Document verification plan: pharmacy records, outside prescriber contact, prior EMR)

Relevant Past History

  • Pituitary: [Tumors, surgery, radiation, apoplexy, head trauma, postpartum hemorrhage, checkpoint inhibitor exposure]
  • Adrenal: [Incidentaloma, prior surgery, congenital adrenal hyperplasia, TB/fungal risk]
  • Autoimmune: [Thyroiditis, T1DM, celiac, vitiligo, pernicious anemia] (Include if primary AI possible)
  • Reproductive: [Pregnancy/lactation status if affecting test selection]
  • Metabolic: [Fractures, osteoporosis, diabetes, hypertension]
  • Psychiatric/substance: [Depression, alcohol use, conditions contributing to pseudo-Cushing]

Family and Social History

  • [Family history: endocrine tumors, MEN syndromes, pituitary/adrenal tumors, autoimmune clustering]
  • [Social/logistical factors: shift work, irregular sleep, transportation constraints, fasting tolerance, caregiver support]

Objective

Vitals and Physical Exam

  • Vitals: [BP, HR, Temp, RR, SpO2, weight/BMI with trend, orthostatics if AI suspected]
  • General: [Appearance, volume status]
  • Skin: [Hyperpigmentation, bruising, striae width/color, acne]
  • Musculoskeletal: [Proximal muscle strength]
  • Neuro-ophthalmic: [Visual fields by confrontation] (Note limitations and need for formal testing)
  • [Other focused exam findings] (Document only what was performed)

Laboratory Data

(Include test name, result, units, reference range, collection date/time, context, and internal vs outside. If key context is missing, mark as not interpretable.)

  • Cortisol/ACTH: [AM cortisol and ACTH with collection time and context]
  • Electrolytes: [Na, K, Cr with reference ranges]
  • Hypercortisolism screening: [Late-night salivary cortisol / overnight DST / 24-hour UFC with collection adequacy]
  • Dynamic testing: [ACTH stimulation / ITT / metyrapone: protocol, time points, results, adverse events]
  • Other pituitary axes: [TSH/Free T4, LH/FSH/sex steroids, IGF-1, prolactin]
  • [Additional relevant labs as indicated]

Imaging

  • Pituitary MRI: [Date, lesion size/location, enhancement, optic apparatus/cavernous sinus involvement] (State: images personally reviewed vs report only)
  • Adrenal CT/MRI: [Date, side, size, imaging characteristics, interval growth]

Assessment

(Organize by problem using calibrated language: "consistent with," "suggestive of," "cannot exclude," "indeterminate." Maintain stable problem numbering across visits. Add or remove problems as clinically indicated.)

Problem 1: [Working diagnosis or concern]

  • Supporting features: [Phenotype and key objective data]
  • Features against: [Contradictory findings]
  • Confounders: [Steroid exposure, estrogen use, assay issues, test contraindications]
  • Interpretation: [Synthesis with calibrated language]
  • Next step rationale: [Why this diagnostic or therapeutic action is chosen]

Problem 2: [Working diagnosis or concern]

  • Supporting features: [Phenotype and key objective data]
  • Features against: [Contradictory findings]
  • Confounders: [Steroid exposure, estrogen use, assay issues, test contraindications]
  • Interpretation: [Synthesis with calibrated language]
  • Next step rationale: [Why this diagnostic or therapeutic action is chosen]

(Add additional problems as needed)

Plan

Safety Actions

  • [Adrenal crisis risk assessment and interim coverage plan]
  • [Emergency triggers reviewed: vomiting preventing oral intake, severe weakness/syncope, hypotension, confusion]
  • [Glucocorticoid emergency education and supplies: sick-day rules, injection kit] (If not completed, document reason and plan)

Diagnostic Testing

  • [Screening tests: modality selection rationale based on sleep schedule, renal function, pregnancy, medications]
  • [Dynamic testing: indication, preconditions, contraindications screened, monitoring/rescue plan, institutional protocol reference]
  • [Sequencing: confirm hypercortisolism before ordering localization imaging]

Therapeutic Plan

  • [Medication changes: drug, dose, route, frequency, start date, taper, rationale]
  • [Deferred therapy with interim risk mitigation if awaiting testing]
  • [Referrals: neurosurgery, ophthalmology, genetics, endocrine surgery with urgency level]

Follow-up and Coordination

  • [Follow-up timing tied to clinical risk and testing schedule]
  • [Communication plan: referring clinician update, responsibility for tracking pending results]

Patient Education

  • [Condition and diagnostic strategy explained; risks/benefits of planned tests]
  • [Medication adjustments and sick-day rules reviewed]
  • [Safety-netting and contact information provided]
  • [Patient preferences/constraints and how plan was adapted]

(When information is missing or uncertain, document as unknown—do not infer. Omit inapplicable subsections rather than leaving empty.)

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