TEXAS MEDICATION ALGORITHM PROJECT

PROCEDURAL MANUAL

BIPOLAR DISORDER ALGORITHMS

M. Lynn Crismon, PharmD, BCPP

Tami R. Argo, PharmD, MS, BCPP

Sherrie D. Bendele, BS

Trisha Suppes, MD, PhD

© 2007, Texas Department of State Health Services

 Bipolar Disorder Algorithms Procedural Manual
Table of Contents
Disclaimer ------------------------------------------------------------------------------------------------------------1

Author Affiliations -------------------------------------------------------------------------------------------------2

Financial Disclosures --------------------------------------------------------------------------------------------2

Overview of the Texas Medication Algorithm Project -------------------------------------------------3

Clinical Management ---------------------------------------------------------------------------------------------5

At-a-Glance Bipolar Disorder Medication Algorithms -------------------------------------------------6

Bipolar Disorder Algorithms -----------------------------------------------------------------------------------7

Algorithm for the Treatment of Bipolar Disorder – Currently Hypomanic/Manic ------------------------------------------------ 7
Algorithm for the Treatment of Bipolar Disorder – Currently Depressed ---------------------------------------------------------- 8

Description of Algorithm Stages --------------------------------------------------------------------------- 11

Algorithm for Treatment of BDI – Currently Hypomanic/Manic ------------------------------------------------------------------ 11
Algorithm for Treatment of BDI – Currently Depressed ---------------------------------------------------------------------------- 12

Tactics and Critical Decision Points ---------------------------------------------------------------------- 13

Process Measures: Evaluation of Patient Response ------------------------------------------------ 15

Brief Bipolar Disorder Symptom Scale (BDSS) -------------------------------------------------------------------------------------- 15
Clinician Ratings ------------------------------------------------------------------------------------------------------------------------- 15

Medications and Dosing--------------------------------------------------------------------------------------- 16

Transition to Maintenance Treatment --------------------------------------------------------------------- 17

Continuation Treatment ----------------------------------------------------------------------------------------------------------------- 17
Maintenance Treatment ----------------------------------------------------------------------------------------------------------------- 17

Maintenance Treatment Guidelines------------------------------------------------------------------------ 19

Maintenance Treatment Guidelines: Most Recent Episode Hypomanic/Manic/Mixed------------------------------------------ 19
Evidence for Efficacy in Maintenance Treatment: Most Recent Episode Hypomanic/Manic/Mixed -------------------------- 19
Maintenance Treatment Guidelines: Most Recent Episode Depressed------------------------------------------------------------ 20
Evidence for Efficacy in Maintenance Treatment: Most Recent Episode Depressed-------------------------------------------- 20

Documentation --------------------------------------------------------------------------------------------------- 21

Bipolar Disorder Physician’s Manual Page ii Updated: July 2007

 Outpatient Documentation -------------------------------------------------------------------------------------------------------------- 21
Inpatient Data Collection --------------------------------------------------------------------------------------------------------------- 22

Modifications for Inpatient Use ----------------------------------------------------------------------------- 23

Inpatient to Outpatient Transition -------------------------------------------------------------------------- 24

Outpatient to Inpatient Treatment -------------------------------------------------------------------------- 24

Appendix A: Process Measures---------------------------------------------------------------------------- 25

Brief Bipolar Disorder Symptom Scale------------------------------------------------------------------------------------------------ 26

Appendix B: Communications------------------------------------------------------------------------------ 38

Appendix C: Medication Charts ---------------------------------------------------------------------------- 39

Mood Stabilizers, Anticonvulsants ----------------------------------------------------------------------------------------------------- 40
Antipsychotics, Atypical ----------------------------------------------------------------------------------------------------------------- 42
Antipsychotics, Typical ------------------------------------------------------------------------------------------------------------------ 45
Antidepressants, SSRI-------------------------------------------------------------------------------------------------------------------- 47
Antidepressants, Miscellaneous -------------------------------------------------------------------------------------------------------- 49
Adjunctive Agents ------------------------------------------------------------------------------------------------------------------------ 51
Additional References for Drug Information ----------------------------------------------------------------------------------------- 52

Appendix D: Side Effect and Associated or Co-Existing Symptom Management--------- 53

Treatment-Emergent Side Effects ------------------------------------------------------------------------------------------------------ 53
Associated or Co-Existing Symptoms-------------------------------------------------------------------------------------------------- 56

Appendix E: Overlap and Taper Guidelines------------------------------------------------------------ 58

Appendix F: TMAP Publications --------------------------------------------------------------------------- 59

Appendix G: Minimum Data Set for Documentation ------------------------------------------------ 61

Bipolar Disorder Physician’s Manual Page iiii Updated: July 2007

Disclaimer
This manual is based upon the evidence based, expert consensus recommendations
presented in the article, Suppes T, Dennehy E, Hirschfeld RMA, Altshuler LL, Bowden CL,
Calíbrese CR, Crismon ML, Ketter T, Sachs G, Swann AC. The Texas Implementation of
Medication Algorithms: Update to the Algorithms for Treatment of Bipolar I Disorder. J Clin
Psychiatry 2005;60:870-886. The manual also reflects the experiences of the TMAP team in
conducting the research evaluating use of the algorithms, as well as in implementing the
algorithms in public mental health systems. These algorithms reflect the state of knowledge,
current at the time of publication, on effective and appropriate care as well as clinical
consensus judgments when research-based knowledge is lacking. The inevitable changes in
the state of scientific information and technology mandate that periodic review, updating, and
revisions will be needed. These guidelines (algorithms) may not apply to all patients, and each
must be adapted and tailored to each individual patient. The authors bear no responsibility for
the use and/or modification of these guidelines by third parties. The provision of clinical care,
including recommendations contained in these or other guidelines, in whole or in part, is
entirely the responsibility of the clinician.
The Texas Medication Algorithm Project (TMAP) bipolar disorder algorithms and this manual
are copyrighted by the Texas Department of State Health Services (DSHS). If you are using or
adapting the entire manual, sections, tables or figures, please contact us for written
permission. Contact information can be found in Appendix B. Please use proper citation and
acknowledgement of the authors and this manual, when citing or referencing the manual.
Crismon ML, Argo TR, Bendele SD, Suppes T. Texas Medication Algorithm Project Procedural
Manual: Bipolar Disorder Algorithms. The Texas Department of State Health Services. 2007.

Bipolar Disorder Clinician’s Manual Page 1 Updated: July 2007

Author Affiliations
M. Lynn Crismon, PharmD, BCPP
Interim Dean
College of Pharmacy
The University of Texas at Austin
Austin, TX

Tami R. Argo, PharmD, MS, BCPP

Clinical Assistant Professor
College of Pharmacy
The University of Texas at Austin
Austin, TX

Sherrie D Bendele, BS
Project Coordinator
College of Pharmacy
The University of Texas at Austin
Austin, TX

Trisha Suppes, MD, PhD

Professor
Department of Psychiatry
The University of Texas Southwestern Medical Center
Dallas, TX

Financial Disclosures
Dr. Crismon has received grant/research support from Abbott, AstraZeneca, Bristol-Myers
Squibb, Eli Lilly, Forest, Janssen, Pfizer and Shire; and is on the speakers/advisory board of
Astra Zeneca, Corecept Therapeutics, Cyberonics, Elli Lilly, Forest, Janssen, McNeil Specialty
and Consumer Produces, Pfizer and Shire.

Dr. Argo has no significant financial relationships to disclose.

Ms. Bendele has no significant financial relationships to disclose.

Dr. Suppes has received grant/research support from Abbott, AstraZeneca, Bristol-Myers
Squibb, GlaxoSmithKline, Janssen, national Institute of Mental Health, Novartis, Robert Wood
Johnson and the Stanley Medical Research Institute,; has received honoraria from Novartis;
and is a consultant for or on the speakers/advisory board of Abbott, AstraZeneca, Bristol-
Myers Squibb, Eli Lilly, GlaxoSmithKline, Janssen, Johnson & Johnson, Novartis, Pfizer,
Pharmaceutical Research Institute, Ortho-McNeil, Shire, Solvay and UCB Pharma.

Bipolar Disorder Clinician’s Manual Page 2 Updated: July 2007

Overview of the Texas Medication Algorithm Project

Algorithms facilitate clinical decision making by providing clinicians with large amounts of
current information on the newest psychotropic medications and research data, as well as
specific treatment sequences with tactical recommendations. Patients receive the benefit of
patient education, which should enhance adherence to the treatment program. Algorithms are
designed with the objectives of long-term safety, tolerability, and full symptom remission — not
just response. The employment of such treatment guidelines to assertively treat the severely
and persistently mentally ill (SPMI) population may enhance patient outcomes while improving
the utilization of crisis/hospital services and improving accountability for scarce resources —
thereby increasing the overall efficiency of patient care.

Beginning in 1995, The Texas Medication Algorithm Project (TMAP) was developed by the
Texas Department of Mental Health and Mental Retardation (TDMHMR*) in collaboration with
Texas universities to assess the value of an algorithm-driven disease management program in
the pharmacological management of mentally ill patients. The result has been a set of
algorithms for the treatment of the three major disorders most commonly encountered in the
Texas public mental health system: schizophrenia (SCZ), bipolar I disorder (BDI), and major
depressive disorder (MDD).A best practice treatment has been defined as a series of
treatment steps that guides physicians in determining medication treatment plans, thereby
generating the best outcome for each individual consumer. The algorithms consist of both
treatment strategies (recommended sequential medication regimen options) and treatment
tactics (recommended options for optimal use of a medication regimen in a given patient).
Equal attention should be given to the treatment tactics as to the strategies.

Practitioners, patients, families, and administrators all contributed to the formulation and
implementation of TMAP, ensuring an optimum level of efficacy and practicality. Phase 1 of
TMAP dealt with the development of these algorithms using expert consensus. In Phase 2, the
feasibility of algorithm implementation in the TDMHMR system was evaluated. Phase 3
evaluated the clinical and economic impact of medication treatment algorithms for MDD, SCZ,
and BDI in comparison with Treatment As Usual (TAU). For bipolar disorder, results from each
of these phases has been published (please refer to Appendix F for a list of publications).

Implementation of the algorithms on a system wide basis was the next step in offering high
quality care to the SPMI patient population in the public mental health sector. This rollout was
referred to as Texas Implementation of Medication Algorithms (TIMA) (Phase 4 of TMAP) in
order to distinguish it from the research phases of TMAP. However, in order to retain name
identity, TMAP is once again being used for the program. The rollout began with the training of
physicians and support personnel in algorithm implementation.

Continued revision may be required in the structure and function of clinical staff to increase
patient education and adherence, to improve follow up, and to develop psychosocial supports
to improve symptom recognition, symptom control, and functional restoration. Continuous
education, consultation, and collaboration are necessary for both clinicians and administrators

*
State public mental health services are now provided as a component of the Texas Department of State Health
Services (DSHS).

Bipolar Disorder Clinician’s Manual Page 3 Updated: July 2007

in making timely revisions in clinical procedures and budgetary allocations. From a clinical and
administrative perspective, medication algorithms should demonstrate validity with far-reaching
and long-term applications.

For additional information regarding the development of the most current Bipolar I Disorder
Algorithms, please refer to the article: Suppes T, Dennehy E, Hirschfeld RMA, Altshuler LL,
Bowden CL, Calíbrese CR, Crismon ML, Ketter T, Sachs G, Swann AC. The Texas
Implementation of Medication Algorithms: Update to the Algorithms for Treatment of Bipolar I
Disorder. J Clin Psychiatry 2005;60:870-886.

Bipolar Disorder Clinician’s Manual Page 4 Updated: July 2007

Clinical Management

• At baseline and throughout treatment, the patient should be evaluated for possible
psychosocial interventions, including evidence based psychotherapy.

• Use of the algorithms, assumes that the clinician has made a thorough evaluation and an
accurate diagnosis. If a patient completes trials of two stages of the algorithm without
observable positive outcomes, the patient should be re-evaluated for accuracy of diagnosis
and the occurrence of co-occurring general medical and mental disorders, including
substance abuse.

• If co-occurring substance abuse is present, concomitant treatment of both the bipolar

disorder and the substance abuse disorder must be implemented in order to obtain positive
patient outcomes.

• Brief symptom ratings (BDSS, CGI) should be completed at each visit so that treatment
decisions are guided by objective data.

• Adequate documentation should be completed for each algorithm stage and treatment
choice (i.e., decision points). If algorithm stages are skipped or if treatment is different from
the algorithms, the rationale should be adequately documented.

• The frequency of clinic visits should be adequate to monitor for symptom changes and
adverse effects, to adjust doses as necessary to achieve an optimum therapeutic trial, and
change regimens when suboptimal clinical response is observed after regimen
optimization.

• All patients with bipolar I disorder who achieve a satisfactory clinical response (and
preferably symptom remission) should continue treatment until a full response to treatment
is sustained for at least four weeks. At that point, continuation treatment should begin.

• When a choice exists between brand, generic, or different formulations (e.g., slow release)
of a recommended medication, always initiate treatment with the form that is likely to be
best tolerated by the patient, which will lead to enhanced adherence with treatment.
Careful attention should be given to adequate dose and duration of treatment for each
chosen regimen.

• If medication acquisition cost is a consideration in medication selection, these decisions

should be addressed within a specific treatment stage. If all other things are equal (i.e.,
efficacy, safety, tolerability), then a less expensive medication regimen within a specific
algorithm stage may be considered.

Bipolar Disorder Clinician’s Manual Page 5 Updated: July 2007

At-a-Glance Bipolar Disorder Medication Algorithms

At-a-Glance
Bipolar Disorder Medication Algorithms

Visit Frequency: While medications are being actively adjusted, patients should be seen
every 2 weeks. As medications are stabilized and patients exhibit stable, positive response,
visit intervals can be gradually lengthened to every 4 weeks. When patients achieve a stable
response, visit frequency can be scheduled for every 8-12 weeks, as individually determined.
Additional patient contact (e.g., by telephone) may be necessary to provide optimal care for a
symptomatic patient.

Assessment Frequency: The Brief Bipolar Disorder Symptom Scale (BDSS) should be
completed at each clinic visit. If the patient is contacted by phone, an Interim Contact Form
(ICF) must be completed.

Criteria for Medication Change: Medication changes are made after evaluation of
tolerability, efficacy across multiple symptom domains, and safety. Clinicians should consult the
Tactics and Critical Decision Points for the Treatment of Bipolar Disorder after review of
symptom patterns and severity on the BDSS score sheet, as well as any medication side
effects and tolerability. The goals of treatment are full symptomatic remission, return of
psychosocial functioning, and prevention of relapses and recurrences. Any symptoms, even
those in the mild to moderate range, warrant consideration of tactics that may further optimize
response. It is appropriate to try more than one combination at a given level. New trials from
each stage can be labeled Stage 2-1, Stage 2-2, etc.

Evaluations: At each visit, a physician will assess core symptom severity, overall functional
impairment, and side effect severity. The Clinical Coordinator (CC) or the physician can
complete the BDSS and patient global self-rating of symptom severity and side effects.

Medication Doses: Appropriate dosage ranges for medications used in the algorithms are
included in Appendix C. Doses outside of the ranges should have a chart note indicating
“change from algorithm recommended” and documentation of rationale for change. Doses
above the usual therapeutic range should be time limited (e.g., 4-6 weeks), and response to
this dose evaluated using the brief clinical rating scales. If improvement has not occurred with
the higher than usual dosage in this time frame, then treatment should be changed to the next
treatment stage or an alternative medication within the same stage, using an overlap and taper
strategy.

Medication Serum Concentrations: Serum concentrations should be obtained about 5

days (5 half-lives) after reaching the minimum target dose for lithium or valproate (please refer
to Appendix C). Thereafter, serum concentrations should be ordered as necessary to ensure
that dosing is within the therapeutic window for an individual patient. Intolerable side effects
require immediate evaluation of serum concentrations.

Documentation: Uniform documentation is an important component of the algorithm

program. Clinical rating scale information, response to treatment, prescribed medications, and
the rationale for changing medications should be clearly documented on the Clinical Report
Form.

Bipolar Disorder Clinician’s Manual Page 6 Updated: July 2007

Bipolar Disorder Algorithms

Algorithm for the Treatment of Bipolar Disorder – Currently Hypomanic/Manic

Euphoric* Mixed*

Stage 1 Li, VPA, ARP†, QTP†, RIS†, VPA, ARP†, RIS†, ZIP†
ZIP†
Monotherapy‡
1b. OLZ†§ or 1b. OLZ†§ or
Nonresponse: CBZ†§ CBZ†§ Nonresponse:
Try alternate Try alternate
monotherapy monotherapy
Full Full
Response CONT Response

Partial Partial
Response Response

Li, VPA, AAP†

Stage 2 Choose 2
(not 2 AAP’s, not ARP or CLOZ)

Two-Drug Combination‡
Full CONT
Response
Partial Response
or Nonresponse
Li, VPA, AAPs, CBZ, OXC, TAP
Stage 3 Choose 2
(Not 2 AAPs, not CLOZ)
Two-Drug Combination‡
Full
CONT
Response

Partial Response
or Nonresponse CONT = continue treatment

ECT AAP = atypical antipsychotic

or ARP = aripiprazole
CBZ = carbamazepine
Add CLOZ
Stage 4 or
CLOZ = clozapine
ECT = electroconvulsive therapy
Li + (VPA, CBZ or OXC) + AAP Li = lithium
OLZ = olanzapine
OXC = oxcarbazepine
RIS = risperidone
QTP = quetiapine
* It is appropriate to try > 1 combination at any given level. New trials from each stage TAP = typical antipsychotic
can be labeled Stage 2 (-1), Stage 2 (-2), etc. VPA = valproate
†
Routine monitoring should occur for patients receiving atypical or typical antipsychotic ZIP = ziprasidone
treatment
‡
Use targeted adjunctive treatment as necessary before moving to next stage:
§
Safety and other concerns led to placement of OLZ and CBZ as alternate first-stage
choices

Bipolar Disorder Clinician’s Manual Page 7 Updated: July 2007

Bipolar Disorder Algorithms
Algorithm for the Treatment of Bipolar Disorder – Currently Depressed

On Li On other antimanic On no antimanic, On no antimanic,

with history of without history of
severe and/or severe and/or
recent mania recent mania
Increase to ≥ 0.8mEq/L (Continue)

Stage 1 Antimanic + LTG LTG

Full
Response CONT
Partial Response
or Nonresponse

Stage 2 QTP* or OFC*

Full
CONT
Response
Partial Response
or Nonresponse
Combination from Li,
Stage 3 LTG, QTP, or OFC

Full CONT = continue treatment

Response CONT
Partial Response AAP = atypical antipsychotic
or Nonresponse BUP = bupropion
CBZ = carbamazepine
ECT = electroconvulsive
((Li, LTG†, QTP, OFC, VPA, or CBZ )+ (SSRI, therapy
Stage 4 BUP, or VEN)) or ECT Li = lithium
LTG = lamotrigine
MAOI = monoamine oxidase
inhibitor
OFC = olanzapine/ fluoxetine
Full combination
CONT OXC = oxcarbamazepine
Response
Partial Response QTP = quetiapine
or Nonresponse SSRI = citalopram,
escitalopram,
fluoxetine,
MAOIs, Tricyclics, Pramipexole, other AAPs*, paroxetine,
Stage 5 OXC, Other Combinations of Drugs at Earlier sertraline,
Stages, Inositol, Stimulants, Thyroid fluovoxamine
VEN = venlafaxine
VPA = valproate

* Routine monitoring should occur for patients receiving atypical or typical

antipsychotic treatment
†
LTG has limited antimanic efficacy and in combination with an antidepressant
may require the addition of an antimanic.

Bipolar Disorder Clinician’s Manual Page 8 Updated: July 2007

Bipolar Disorder Algorithms
This version of the algorithms includes treatment recommendations for patients presenting with
hypomanic/manic/mixed episodes or depressive episodes. A significant change in this version is that
the algorithm for treatment of bipolar depression is now a stand-alone guideline, distinct from the
recommendations for treating patients who are acutely hypomanic, manic, or mixed. All patients
diagnosed with bipolar I disorder should be treated with medication or medication combinations
recommended within these guidelines. Consistent with other published guidelines for treatment of
bipolar I disorder, the majority of treatment stages consist of medication combinations. If possible,
when adjusting medications, it is preferable to make adjustments to one agent at a time, to allow for
evaluation of response. These algorithms do not include recommendations for bipolar II disorder, as
the consensus panel did not deem that sufficient evidence was available to construct an evidence
based algorithm.

When utilizing mood-stabilizing medications, it is recommended that the dose be maximized (either
alone or in combination) as much as tolerability allows and for an adequate duration of time to
observe symptom improvement before changing treatment stages. Switching to alternative mood
stabilizers, versus adding, is recommended in cases of intolerance or no response, using the overlap
and taper tactics provided (please refer to Appendix E for Overlap and Taper Guidelines). It is
recommended that the clinician later try to taper and discontinue the first medication so that the
patient’s clinical status can be evaluated on the second monotherapy. If a patient has partial
response to a medication, and is tolerating the medication, a new medication should be added. It is
recommended that the clinician try to taper the first medication at a later date if the patient’s mood
stabilizes.

When treating patients with hypomania or mania, a first consideration involves decreasing and/or
discontinuing antidepressant medications. This taper should be done relatively quickly, except in
cases where it is contraindicated. For those patients with rapid cycling, antidepressants should also
be tapered and discontinued.

Serum Concentrations: If lithium or valproate is utilized, serum concentrations should be a part of

evaluating response and tolerability. In outpatient practice, serum concentrations may not be
available at each visit. It is recommended that by 2 weeks after initiating lithium (Li) or valproate
(VPA) that the patient be receiving the minimum target dose. If possible, a serum concentration 5
days (5 half-lives) after reaching the target dose is recommended before the first appointment to
assess response (e.g., 2-3 weeks after starting the trial). While awaiting serum concentrations (e.g., 4
weeks), it is generally safe to gradually increase VPA if no side effects develop.

Target serum concentrations are provided in Appendix C. For Li and VPA, evidence supports
differences in clinical response for some patients between therapeutic and high therapeutic levels.
Clinically, it is reasonably safe and well tolerated to exceed the recommended therapeutic range for
VPA (> 125 ug/ml), but few psychiatric patients appear to need these higher levels. The upper limits
of Li (1.5 mEq/L) are usually associated with unacceptable side effects, and levels over these limits
are potentially toxic, with the exception of patients in a full-blown manic episode who may tolerate and
benefit from levels of Li between 1.2 –1.5 mEq/L.

Similarly, it is necessary to obtain more frequent levels of VPA when used in combination with an
enzyme inducer such as carbamazepine. Once you have obtained a couple of levels for VPA or Li, it
is often possible to estimate the likely increase of serum concentrations with dose changes and
collect serum concentrations somewhat less often. However, the development of side effects should
always signal consideration of a serum concentration.

Bipolar Disorder Clinician’s Manual Page 9 Updated: July 2007

Bipolar Disorder Algorithms

Monitoring Atypical Antipsychotics:

Routine health monitoring is an essential part of managing side effects that may result from certain
pharmacologic treatments. Atypical antipsychotics are one class of medications that have evidence
supporting their use in the treatment of hypomanic, manic, mixed, and depressed episodes of bipolar
I disorder. As use of this class of medications has continued to expand in the treatment of psychiatric
illnesses, several health implications have been recognized through post-marketing surveillance.
Taking into account these findings, the Texas public health system recently adopted the Mount Sinai
Conference monitoring guidelines (Marder SR, et al. American Journal of Psychiatry 2004;161:1334-
49.). Although these recommendations are for patients with schizophrenia, they apply to any patient
taking an antipsychotic medication. Similar recommendations have also been developed by a joint
task force of the American Psychiatric Association and the American Diabetes Association (American
Diabetes Association, American Psychiatric Association, American Association of Clinical
Endrocrinologists, et al. Consensus Development Conference on Antipsychotic Drugs and Obesity
and Diabetes. Diabetes Care 2004;27:596-601. and American Diabetes Association, American
Psychiatric Association, American Association of Clinical Endrocrinologists, et al. Consensus
Development Conference on Antipsychotic Drugs and Obesity and Diabetes. J Clin Psychiatry
2004;65:267-272.)

Co-Occurring Substance Abuse

It is extremely common for patients with bipolar disorder to have a co-occurring alcohol or other
substance abuse disorder. In this occurrence it is extremely important that both disorders be
appropriately treated. The patient is not likely to do well clinically if only one of the two disorders is
treated. Most importantly, the clinician should not wait until the patient is abstinent from substances
before beginning appropriate treatment for the bipolar disorder.

Although the data are limited regarding pharmacotherapy of bipolar disorder co-occurring with a
substance abuse disorder, some evidence suggests that divalproex and carbamazepine may be
preferred mood stabilizers for patients with concomitant alcohol or benzodiazepine abuse. Results
from an open label study suggest that patient symptoms and craving decreased when they were
switched from a first generation antipsychotic to quetiapine. It is unknown whether this is a class
effect, or whether these results will withstand the rigor of a randomized controlled trial.

Bipolar Disorder Clinician’s Manual Page 10 Updated: July 2007

Description of Algorithm Stages

Algorithm for Treatment of BDI – Currently Hypomanic/Manic

Stage 1. For patients presenting with euphoric mania/hypomania or psychotic mania, medication
choices are lithium, valproate, aripiprazole, quetiapine, risperidone, and ziprasidone. For dysphoric or
mixed mania, the recommendation is to choose among valproate, aripiprazole, risperidone or
ziprasidone. Divalproex is generally recommended instead of valproate due to better tolerability.
Severe clinical presentation may warrant beginning treatment at Stage 2.

Generally, in the case of partial response with good tolerability, the recommendation is to add a
second mood stabilizing medication (move to combination therapy, i.e., Stage 2) versus switching. If
the patient is intolerant or does not respond to the medication used in Stage 1, the recommendation
is to try an alternative mood stabilizer within Stage 1. This principal applies to all stages when more
than one treatment option is available. New trials from each stage can be labeled Stage 1-2, Stage 1-
3, etc. When changing medications, the recommendation is to cross over (overlap and taper), using
abrupt discontinuation only when medically necessary. However, the overlap and taper period should
be as brief as feasible (please refer to Appendix E for Overlap and Taper Guidelines).

Stage 1B. The consensus panel placed olanzapine and carbamazepine as potential monotherapy
options within a sub-stage, titled Stage 1B. These medications have equivalent efficacy to Stage 1
medications, but concern about greater potential adverse events or complexity associated with
treatment places them at Stage 1B. Olanzapine causes significant weight gain in a substantial
percentage of patients. Carbamazepine stimulates its own metabolism as well as that of numerous
other psychotropic medications. This creates complexity with its own dosing as well as concomitant
medications.

Stage 2. Stage 2 treatment includes combination treatment with two of the following: lithium,
valproate, olanzapine, quetiapine, risperidone, or ziprasidone. The panel does not recommend the
use of two antipsychotics, but rather suggests the combination of lithium plus valproate or lithium or
valproate plus an atypical antipsychotic (not including clozapine or aripiprazole). No evidence exists
to support superior efficacy with the use of two antipsychotics in acute mania. All of the other atypical
antipsychotics except aripiprazole and clozapine have randomized controlled trial data to support
combination use with lithium or valproate. Clozapine is also not recommended here because of its
side effect profile.

Stage 3. In Stage 3, a different two drug combination of medications is recommended, drawing from
a larger group of medication choices than described in Stage 2. Carbamazepine, oxcarbazepine,
aripiprazole, and typical antipsychotic agents were added as additional choices here. Again, the panel
does not recommend the use of two antipsychotic agents during Stage 3. Preferably, one agent from
the previous combination would be kept, and change would occur to a different second agent.
Clozapine again is not recommended at this stage due to monitoring and safety concerns.

Stage 4. Stage 4 introduces the option of electroconvulsive therapy (ECT) treatment, as well as
clozapine or 3-drug combinations. 3-drug combinations would include lithium, and an anticonvulsant
mood stabilizer (valproate, carbamazepine, or oxcarbazepine), plus an atypical antipsychotic.
Clozapine may be added to lithium, an anticonvulsant mood stabilizer, or lithium plus an
anticonvulsant mood stabilizer.

Bipolar Disorder Clinician’s Manual Page 11 Updated: July 2007

Description of Algorithm Stages

Algorithm for Treatment of BDI – Currently Depressed

Stage 1. The first stage has multiple entry points. First, all patients with bipolar I disorder, currently
depressed, who are currently receiving a mood stabilizer should have that medication dosage
optimized before initiation of other medications for bipolar depression. For those patients already
taking lithium, it is recommended that the lithium dose be optimized to achieve a 12 hour post dose,
steady state serum concentration ≥ 0.8 mEq/L. Patients with a history of recent and/or severe mania
and not current receiving an antimanic medication should have a mood stabilizer initiated (see
algorithm for treatment of mania/hypomania and mixed episodes). If depressive symptoms persist
after mood stabilizer treatment is optimized, lamotrigine is recommended as the Stage 1 medication
for depression. Lamotrigine monotherapy is recommended as a first-stage option only for those
patients without a recent and/or severe history of manic symptoms. Other patients should receive
lamotrigine plus a mood stabilizer.

Stage 2. Stage 2 options include quetiapine monotherapy or the olanzapine-fluoxetine combination

treatment. An overlap and taper strategy is recommended for moving from Stage 1 to Stage 2, unless
medications are discontinued because of severe adverse effects. In non-responders at Stage 2, the
recommendation is to try an alternative intervention within Stage 2. This principal applies to all stages
when more than one treatment option is available. New trials from each stage can be labeled Stage
2-2, Stage 2-3, etc.

Stage 3. At this point, the algorithm begins to rely more heavily on open label studies, case series,
and expert clinical consensus, as only limited data are available on treatment of bipolar depression
following failure with Stage 2 medications. Stage 3 treatment includes the combination of any two of
the four agents already introduced in this treatment guideline, namely lithium, lamotrigine, quetiapine,
and olanzapine-fluoxetine combination. These recommendations are relatively low risk for mania
induction or cycle acceleration and reflect acute strategies that may be particularly effective in longer-
term treatment. Once again, two antipsychotics are not recommended.

Stage 4. Stage 4 includes a variety of other treatment options, including ECT and combinations that
include the use of lithium, lamotrigine, quetiapine, olanzapine-fluoxetine combination, valproate, or
carbamazepine in combination with an SSRI medication, bupropion, or venlafaxine. SSRIs include
citalopram, escitalopram, fluoxetine, paroxetine, sertraline, and fluvoxamine. SSRIs are not
introduced until Stage 4 because controlled studies of the use of SSRIs in patients with bipolar I
depression are limited, and more recent studies suggest that the efficacy is only modest in this
population. Mania induction remains a possibility with SSRIs and should be discussed with the
patient. Given the limited efficacy of lamotrigine in preventing new manic episodes, the addition of an
antimanic is recommended when lamotrigine is used in combination with a traditional antidepressant
(i.e., three-medication combination). The use of two SSRIs or two antipsychotics is not
recommended.

Stage 5. Stage 5 offers a variety of treatment options with limited empirical evidence in support of
their use or significant adverse effects. Stage 5 suggestions include MAOIs, tricyclic antidepressants,
other atypical antipsychotics, oxcarbazepine, trials of new combinations of drugs included in the
algorithm, thyroid supplementation, as well as pramipexole, inositol and stimulant adjunctive
treatment. Clinicians may decide to use other options from earlier stages not previously used before
proceeding to Stage 5. Two SSRIs, two TCAs, or two antipsychotics are not recommended.

Bipolar Disorder Clinician’s Manual Page 12 Updated: July 2007

Tactics and Critical Decision Points
Critical Decision Points (CDPs) are designed to prompt an assessment of symptoms and a
determination of a need for a change in strategy or tactics. At each CDP, the physician should assess
the patient and make a decision to either continue or change treatment based on improvement in
symptoms and tolerability. Note: Patients start at CDP # 1 at the beginning of each new stage or
treatment. If tolerability is good, patients should receive an adequate dose and duration trial before
moving to the next algorithm stage in patients with inadequate improvement.

Critical Decision Points involve a consideration of response among all domains, symptom
improvement, tolerability, and safety. Evaluate the pattern and severity of symptoms by reviewing the
BDSS score sheet (please refer to Appendix A for score sheet). Depending on the pattern and
severity of symptom scores, the clinician may follow recommendations within the column that
includes the most severe symptoms, or the column that contains the majority of clinical symptoms.
The symptoms are loosely grouped by clinical presentation to allow for quicker assessment of
potential treatment decisions. The Tactics and Critical Decision Points for treatment of the bipolar
patient allow for clinician judgment and choice in determining where to make adjustments to
medications, responsive to the individual patient’s presentation.

Patients should return to the clinic, or be contacted by clinic personnel, every two weeks (office visit
or by phone) until symptom patterns are primarily contained within the mild range on the BDSS, or
remission is achieved. Patients will then be evaluated monthly, until the clinician determines the
patient may begin transitioning to maintenance treatment. It is recommended that clinicians see the
patient every 8-12 weeks while they are transitioning to maintenance treatment. Support personnel
may see the patient in clinic or contact patients by phone between physician visits as necessary.

All recommendations assume that side effects are tolerable. Please refer to Appendix D for
suggestions on how to manage side effects. Intolerable, unmanageable side effects may warrant
changing to a different stage of treatment with medications different than those causing the adverse
effects. Tolerability should be evaluated at each Critical Decision Point. The terms “associated or co-
existing symptoms” refers to symptoms which often accompany an exacerbation of bipolar disorder
(agitation, anxiety, insomnia) and which frequently complicate the course of illness. The treatments
used for these symptoms are generally time-limited and symptom-oriented, in contrast to the
maintenance and illness-oriented role of mood stabilizers and other primary treatments for bipolar I
disorder.

At any point within the CDPs, if medications are stabilized and patient outcomes remain positive and
stable, visit intervals can be extended to every four weeks. All patients with bipolar I disorder who
achieve a satisfactory clinical response (preferably symptom remission) should transition to
maintenance treatment. Please refer to the section on transition to maintenance treatment for further
recommendations.

Bipolar Disorder Clinician’s Manual Page 13 Updated: July 2007

Tactics and Critical Decision Points
Tactics and Critical Decision Points (CDPs)
for the Treatment of Bipolar Disorder
Critical Decision
Point Clinical Status Plan

♦ Assess patient and decide on appropriate algorithm for treatment

Week 0 (manic/hypomanic/mixed or depressed); choose a treatment stage
Symptomatic
(CDP # 1) and initiate a medication regimen from that stage; adjust dose to
lower end of therapeutic dose range or serum concentration.

Full Response (No

♦ Continue current dose.
Symptoms)
Week 2 ♦ Continue current dose.
Mild to Moderate
(CDP # 2)
Symptoms ♦ Consider increasing dose if medication tolerability is good.
Severe Symptoms ♦ Increase dose if medication tolerability is good.
Full Response (No
♦ Continue current dose.
Symptoms)

Mild to Moderate ♦ Increase dose if medication tolerability is good.

Week 4 Symptoms
(CDP # 3) ♦ Consider the next stage or change medication(s) within stage.

♦ Increase dose if medication tolerability is good.

Severe Symptoms
♦ Consider the next stage or change medication(s) within stage.

♦ Once a patient sustains a full response to medication for at least

four weeks, a transition to continuation treatment occurs. In general,
the patient should have full response for two consecutive visits
Full Response (No before beginning continuation treatment. After maintaining a full
Symptoms) response for 4-6 months, the clinician should consider medication
dosage reduction or regimen simplification in maintenance phase
treatment.
Week 6
(CDP # 4) ♦ Otherwise, continue current dose.

Mild to Moderate ♦ Increase dose if medication tolerability is good.

Symptoms ♦ Consider the next stage or change medication(s) within stage.

♦ Increase dose if medication tolerability is good.

Severe Symptoms
♦ Consider the next stage or change medication(s) within stage.

♦ Once a patient sustains a full response to medication for at least

four weeks, a transition to continuation treatment occurs. In general,
the patient should have full response for two consecutive visits
Full Response (No before beginning continuation treatment. After maintaining a full
Symptoms) response for 4-6 months, the clinician should consider medication
dosage reduction or regimen simplification in maintenance phase
Week 8 treatment.
(CDP # 5)
♦ Otherwise, continue current dose.
Mild to Moderate ♦ Increase dose if medication tolerability is good.
Symptoms ♦ Consider the next stage or change medication(s) within stage.
Severe Symptoms ♦ Go to the next stage or change medication(s) within stage.

Bipolar Disorder Clinician’s Manual Page 14 Updated: July 2007

Process Measures: Evaluation of Patient Response

Brief Bipolar Disorder Symptom Scale (BDSS)

Patients with a diagnosis of bipolar I disorder will be evaluated using the Brief Bipolar Disorder
Symptoms Scale, or BDSS. This scale is derived from items included on the 24-item Brief
Psychiatric Rating Scale1,2,3. The 10-item version utilized for TMAP includes items assessing
hostility, elevated mood, grandiosity, excitement, motor hyperactivity, depressed mood, anxiety,
emotional withdrawal, blunted affect, and unusual thought content.

Clinicians can use the scoring sheet to graph patient scores on each of these 10 symptom
domains. While the presence of one or more of these symptoms may be suggestive of different
things, they are loosely grouped within the categories of mania/hypomanic symptoms, depressive
symptoms, and psychotic symptoms. Of course, clinician judgment is necessary to evaluate the
source of particular symptoms. For example, blunted affect may be a result of increased
depression, increased psychosis, or other sources. Elevated mood may be related to increased
hypomania/mania or a manifestation of increased delusional/psychotic symptoms. The grouping is
intended to help facilitate decision-making within the algorithms, but is not exclusive.

A copy of this scale and the scoring sheet can be found in Appendix A.

Clinician Ratings
Each of the symptom clusters is rated on a 10-point scale (from “no symptoms” to “extremely
severe”). The rating is based on impression of the patient at this visit, as well as information about
the patient’s clinical status during the week prior to the visit.

• Core Symptoms: Based upon all available information, clinician impression of the presence
and severity of each of the symptoms in this patient.

• Other Symptoms: Clinician rating of other symptoms associated with the patient’s disorder,
but not core symptoms of the patient’s illness. Rate impressions for each of the specific
“other symptoms” listed (irritability, mood lability, insomnia, agitation, anxiety, level of
interest, appetite, energy level). Under “other,” specify and rate any other symptom that are
significant.

• Overall Side Effect Severity: Overall rating of side effects from all medications being taken
by the patient.

• Overall Functioning: Overall impression of this patient’s ability to function on a daily basis.
“10” is the highest possible functioning, and “1” is the lowest possible functioning.

1
Dennehy EB, Suppes T, Crismon ML, Toprac M, Carmody TJ, Rush AJ. Development of the Brief Bipolar Disorder
Symptom Scale for patients with bipolar disorder. Psychiatry Research 2004;127:137-45.
2
Overall JE, Gorham DR. Introduction - the Brief Psychiatric Rating Scale (BPRS): Recent developments in
ascertainment and scaling. Psychopharmacol Bull 1988;24:97-99.
3
Ventura J, Green MF, Shaner A, Liberman RP. Training and quality assurance with the Brief Psychiatric Rating
Scale: “The drift busters.” Int J Methods Psychiatric Res 1993;221-244.

Bipolar Disorder Clinician’s Manual Page 15 Updated: July 2007

Medications and Dosing

Please refer to Appendix C for summary of recommended doses, titration schedules, maximum
recommended doses, side effects, monitoring parameters, and drug interactions for medications
used in the Algorithm for Treatment of BDI – Currently Hypomanic/Manic/Mixed or the Algorithm for
Treatment of BDI – Currently Depressed.

Appendix D contains recommendations for dealing with treatment-emergent side effects as well as
co-existing symptoms.

Overlap and Taper Guidelines are outlined in Appendix E.

Bipolar Disorder Clinician’s Manual Page 16 Updated: July 2007

Transition to Maintenance Treatment

Continuation Treatment
All patients with bipolar I disorder who achieve a satisfactory clinical response (symptom remission
when possible) should continue treatment with the same agent(s), with dosage adjustments as
needed to optimize and maintain symptom resolution and good tolerability.
Continuation treatment usually lasts for 2-4 months following acute response. Continuation
treatment allows the clinician to continue to monitor the effectiveness of the regimen that provided
clinical response during acute treatment. Ongoing contact between the clinician and the patient are
important, and support personnel may contact patients in person or by phone between physician
visits in order to screen for emergent problems and encourage patient treatment adherence.
Once treatment is stabilized and patient outcomes remain positive and stable, visit intervals can be
extended to every four weeks for the first three months, then every 2-3 months thereafter. Once full
response is achieved, medication(s) should be continued. If symptoms should recur, prompt
treatment with the medication and dose previously shown to be effective during the most recent
acute episode should be initiated.
If a patient has received ECT as an acute phase treatment, medication treatment is recommended
once the initial treatment phase of ECT is completed. Selecting one or more medications that the
patient has not previously received, or medications that the patient has responded to during a
previous episode of bipolar I disorder (BDI), is generally recommended. If there is a history of
severe and/or recent mania, a mood stabilizer should be included in this medication regimen after
ECT is completed. If a patient relapses, resuming ECT should be considered. It is important to
remember that ECT should not be administered with concomitant anticonvulsant mood stabilizers or
lithium.
All patients should be actively involved in psychoeducation programs that address the patient’s
need for knowledge about the illness and its treatment, emphasize the role of healthy lifestyles,
provide emotional support, and enforce the importance of treatment adherence. Patients may also
benefit from cognitive behavioral therapy that is targeted for patients with bipolar disorder, as well
as family-focused therapy if available.

Maintenance Treatment
Maintenance treatment recommendations depend on the polarity of the most recent episode, and
levels of recommendations were hierarchically ordered by the TMAP consensus panel. The ordering
reflects the quality and quantity of research evidence balanced with safety and tolerability
information. Maintenance treatment typically begins with the same regimen that the patient received
in acute treatment. Although maintenance treatment research to date has focused on the use of
monotherapy, it is reasonable to start maintenance treatment with the medications that brought the
patient to this point in care. It is likely the majority of patients will need combination treatment to
maintain long-term stability.

The goal of maintenance treatment is to continue treatment at the minimum dose and number of
medications necessary for the patient to attain an optimal quality of life and to prevent relapse.
Thus, unless the patient’s treatment history dictates otherwise, attempts should be made to simplify
complex medication regimens. Similarly, if higher medication doses were utilized during the acute

Bipolar Disorder Clinician’s Manual Page 17 Updated: July 2007

Transition to Maintenance Treatment
episode, attempts should generally be made to lower the dose to one that may enhance tolerability,
and thus medication adherence, over the longer term.
General practice at this time is lifetime mood stabilizers following 2 manic episodes, or 1 episode if it
is a severe episode and/or significant family history of bipolar or major depressive disorder.

Data regarding maintenance treatment after a depressive episode of BDI are limited. As a rule of
thumb, attempts to simplify maintenance treatment should begin about 3-6 months after resolution
of the acute episode, and changes should only be made in one medication at a time. Due to the
risks of inducing a manic episode and accelerating the cycle, antidepressant monotherapy is not
recommended as an appropriate maintenance treatment for patients with bipolar I disorder (BDI)
who have recently had a depressive episode. As well, the long-term use of antidepressants in
conjunction with a mood stabilizer in patients with BDI continues to be controversial.

For a first episode of bipolar mania with no family history of bipolar or major depression, medication
tapering and discontinuation may be considered after 6 months in remission, depending on the
severity of the first episode, surrounding factors, and prodromal history. If and when discontinuing
any ongoing medication, the dosage should be tapered no more rapidly than 25 percent per week.
Tapering and discontinuation usually can be completed over at least 1-2 month period. If symptoms
should recur, prompt treatment with the medication and dose previously shown to be effective
should be initiated.

Bipolar Disorder Clinician’s Manual Page 18 Updated: Updated: July 2007

Maintenance Treatment Guidelines

Maintenance Treatment Guidelines: Most Recent Episode

Hypomanic/Manic/Mixed
The current guidelines focus on the use of monotherapy for long-term treatment, reflecting the
design of clinical trials to date. Options are listed as levels instead of stages because studies
are too limited to delineate a full algorithm. These recommendations are intended to be utilized
with ongoing medications and simplification made once the patient stabilizes. The majority of
patients are likely to need combination treatment for long term management. The lowest
possible dose is recommended, while maintaining the mood stabilizing treatment at therapeutic
levels.

Levels of intervention recommendations are hierarchically ordered by quality and quantity of

evidence balanced with safety and tolerability information for the various medications used in
maintenance treatment. It is also a reasonable option to remain on well-tolerated, effective,
acute-phase treatments. If a patient in maintenance treatment experiences exacerbation of
symptoms, then the following recommendations should be considered. Documentation of
staging should follow the acute treatment algorithms

Evidence for Efficacy in Maintenance Treatment: Most Recent

Episode Hypomanic/Manic/Mixed

Patients with frequent, recent, or

Lithium or valproate
severe mania

Level I Patients without frequent, recent, or

Evidence: Lithium, valproate, or lamotrigine
severe mania

Alternative Olanzapinea

Level II
Aripiprazoleb
Evidence:

Level III
Carbamazepine or clozapinea
Evidence:

Level IV
Quetiapineb, risperidoneb, or ziprasidoneb
Evidence:

Level V
Typical antipsychoticsa, oxcarbazepineb, ECT
Evidence:
a
Safety issues warrant careful consideration of this option for potential long-term use
b
Relatively limited information is currently available on this agent in long-term use
Bipolar Disorder Clinician’s Manual Page 19 Updated: July 2007
Maintenance Treatment Guidelines

Maintenance Treatment Guidelines: Most Recent Episode

Depressed
Data regarding maintenance treatment after a depressive episode are limited. As with
maintenance options for patients with recent hypomanic, manic, or mixed episodes, these
maintenance treatments are ordered by strength of evidence and safety and tolerability. The
lowest possible dose is recommended, while maintaining the mood stabilizing treatment at
therapeutic levels if they are a part of therapy. Due to the risks of mania induction, cycle
acceleration, and lack of data supporting use, antidepressant monotherapy is not
recommended as an appropriate maintenance treatment for patients with BDI. The long-term
use of antidepressants in conjunction with a mood stabilizer in patients with BDI continues to
be controversial. These recommendations reflect the knowledge of overall best practices due
to the small number of controlled studies.

Evidence for Efficacy in Maintenance Treatment: Most Recent

Episode Depressed

Patients with recent and/or severe Lamotrigine combined with antimanic

history of mania agent
Level I
Evidence:
All other patients Lamotrigine monotherapy

Level II
Lithium
Evidence:

Level III Combination of antimanic and antidepressant that has been effective in the
Evidence: past, including olanzapine/fluoxetine combination

Level IV Valproate, carbamazepine, aripiprazoleb, clozapinea, olanzapinea, quetiapineb,

Evidence: risperidoneb, or ziprasidoneb

Level V
Typical antipsychoticsa, oxcarbazepineb, ECT
Evidence
a
Safety issues warrant careful consideration of this option for potential long-term use
b
Relatively limited information is currently available on this agent in long-term use

Bipolar Disorder Clinician’s Manual Page 20 Updated: July 2007

Documentation

Treatment with the bipolar disorder algorithms utilizes uniform documentation developed by
TDSHS and the TMAP team, and modified for use by various centers. The critical information
from patient history needed for implementation of the BDI algorithms is:

1. Past and current psychoactive medications and response

2. Primary current diagnosis. (Please note that these algorithms were developed for
patients diagnosed with bipolar I disorder.)

3. Core symptoms

4. Other symptoms

5. Side effects (to evaluate tolerability)

6. Response to treatment: overall functioning, BDSS scores, patient self-report of

symptom severity and side effects

Outpatient Documentation
Required Forms:

1. Outpatient Clinic Visit Clinical Record Form (CRF): The CRF should be completed at
each visit in which a clinician or other clinician is evaluating response to treatment.
Please note that all patients will have a stage entered for the principal treatment
algorithm.

e.g. Patient is on Stage 3 of the algorithm for Mania/Hypomania/mixed mania.

Stage: 3

CRFs may vary in format, but all should contain the minimum data specified
appendix G. A template CRF is also included.

Optional Forms: If these forms are not used, then an alterative uniform documentation
process should be used to record this important information.

1. Outpatient Intake Form

2. Outpatient Interim Contact Form: In the event that the patient does not come into the
clinic or there is not time for a complete visit, the ICF is documented by or the physician
or other clinical personnel.

Bipolar Disorder Clinician’s Manual Page 21 Updated: July 2007

Documentation
Inpatient Data Collection

Required Forms:

1. Inpatient Clinic Visit Clinical Record Form: Complete as usual. See instructions above
for “Outpatient Clinic Visit Clinical Record Form” for detailed example.

Optional Forms:

1. Inpatient Intake Form

2. Inpatient Contact Form

Bipolar Disorder Clinician’s Manual Page 22 Updated: July 2007

Modifications for Inpatient Use
Patients who have been hospitalized for symptoms of bipolar disorder require prompt
interventions to achieve stabilization and discharge. It is likely that a clinician may make the
following modifications to the TMAP algorithms to achieve these goals.

Adjustment to Critical Decision Points – The critical decision points are set at 2-week
intervals, assuming outpatient treatment. Of course, opportunities to evaluate the patient and
make clinical decisions and medication adjustments may happen on an expedited schedule
when the patient is an inpatient. Although psychotropic medications do not work faster when a
patient is hospitalized, the clinician does have an ongoing opportunity to evaluate the patient’s
response to treatment. Therefore, critical decision points to evaluate the need for mood
stabilizer dosage adjustment or medication change can be made at shorter intervals. In
general, if a patient is tolerating usual effective doses of a mood stabilizer, dose titration should
occur on a weekly basis if needed.

Accelerated movement to advanced treatment stage – If a patient has not demonstrated at

least partial response in manic symptoms after 2-3 weeks treatment, with appropriate dose
titration, then the clinician should consider a change in algorithm stage. In bipolar depression,
symptoms may improve more slowly, but assuming appropriate dose titration, the clinician
should consider a change in algorithm stage if there has been no improvement in depressive
symptoms within four weeks and adequate medication doses.

Patients experiencing partial response should receive medication dose titration as tolerated
and continued treatment for 2-3 more weeks.

Use of adjunctive medications – Symptoms of agitation, aggression, excessive anxiety or

insomnia may necessitate the use of adjunctive medications for these symptoms. Although it is
anticipated that adjunctive medications may be used more commonly in the hospital, their use
is still typically time limited, and this intent needs to be communicated to the outpatient treating
clinician. For example, at the time of discharge, include instructions for follow-up procedures,
including intended taper of short-term medications. Providing the outpatient clinician with the
last 1 or 2 inpatient CRFs can be extremely helpful in communicating clinical information.

Use of loading doses – Clinicians may utilize more assertive dosing with inpatients. Oral
loading of valproate sodium can be utilized for quick stabilization of manic patients (20 mg/kg
is the standard formula).

Please note rate of lamotrigine titration remains the same regardless of setting (please refer to
Appendix C for recommended titration schedules using lamotrigine).

Bipolar Disorder Clinician’s Manual Page 23 Updated: July 2007

Inpatient to Outpatient Transition

The transition between inpatient and outpatient care is often problematic. Most inpatient
clinicians have dealt with the frustration of discharging a patient only to see him or her return to
the hospital within a few weeks as a result of not receiving outpatient follow-up and/or not filling
or taking prescriptions. Brief hospital stays may further aggravate the problem because
patients are discharged before they are truly stabilized. By the same token, outpatient
clinicians must constantly revise their treatment plans when their long-term treatment
intentions are not followed by the inpatient physician. The following three strategies may
improve transitions between the two treatment settings:

1. Document the treatment plan. It is imperative that all clinicians document the rationale for
treatment decisions and outline the expected treatment plan. This includes detailing
expected changes in medications, such as “I expect Mr. Doe will discontinue use of
Zolpidem for sleep once manic symptoms are controlled by increased dosing of olanzapine
and valproate into recommended therapeutic ranges.” Inpatient clinicians may want to start
notes to their outpatient colleagues with “transfer” rather than “discharge” (I am
‘transferring’ the acute care of this patient…) because the former term implies a
continuation of care while the latter suggests a disruption.

2. Ensure that patients leave the hospital with enough medication to see them through to
the first follow-up appointment. Administrative policies should not prevent patients from
receiving adequate medication to last until the first outpatient clinician appointment.

3. Establish communication between the inpatient and outpatient treatment teams.

Clinicians working in both arenas should get to know each other and brainstorm about
ways to improve coordination between the two settings. Two possible strategies for
improving communication are (1) having a team member (on each side) whose job it is to
coordinate and follow-up on transfers and (2) organizing regular meetings with key inpatient
and outpatient staff members.

4. Use of clinical report form (CRF): If the clinician documents pharmacotherapy care on
the CRF, then a transfer of copies of the last 1 or 2 completed CRFs to the clinician
assuming care of the patient can be helpful in communicating the treatment the patient has
received as well as the clinical status the last time the patient was seen

Outpatient to Inpatient Treatment

Communication and transition in care is equally important when a patient is admitted to the
hospital. The outpatient treating clinician should be contacted when patients are hospitalized,
and copies of the last two CRFs should be FAXed to the hospital. The outpatient clinician
should be asked about the patient’s response to medication and potential reasons for illness
exacerbation. It should not necessarily be assumed that a patient relapsed because of
medication treatment failure. Not taking medications appropriately and alcohol or other
substance use are common factors leading to hospitalization. These as well as other factors
(e.g, family or other environmental stress) should be considered in deciding whether to
continue the patient on the same medication regimen being used in the outpatient setting or to
move to a new treatment stage.
.

Bipolar Disorder Clinician’s Manual Page 24 Updated: July 2007

Appendix A: Process Measures

• Brief Bipolar Disorder Symptom Scale (BDSS)

• BDSS Scoring Sheet

• Tactics and Critical Decision Points (CDPs) for the Treatment of Bipolar
Disorder

• Scoring Criteria for Physician- and Patient-Rated Overall Symptom and Side
Effect Ratings

Bipolar Disorder Clinician’s Manual Page 25 Updated: July 2007

 In the past 7 days…

Brief Bipolar Disorder Symptom Scale

1. HOSTILITY: Animosity, contempt, belligerence, threats, arguments, tantrums, property

destruction, fights and any other expression of hostile attitudes or actions. Do not infer hostility
from neurotic defenses, anxiety or somatic complaints. Do not include incidents of appropriate
anger or obvious self-defense.

How have you been getting along with people (family, co-workers, etc.)?
Have you been irritable or grumpy lately? (How do you show it? Do you keep it to yourself?)
Were you ever so irritable that you would shout at people or start fights or arguments? (Have
you found yourself yelling at people you didn't know?)
Have you hit anyone recently?

NA Not assessed

1 Not Present

2 Very Mild
Irritable or grumpy, but not overtly expressed.

3 Mild
Argumentative or sarcastic.

4 Moderate
Overtly angry on several occasions OR yelled at others excessively.

5 Moderately Severe
Has threatened, slammed about or thrown things.

6 Severe
Has assaulted others but with no harm likely, e.g., slapped or pushed, OR destroyed
property, e.g., knocked over furniture, broken windows.

7 Extremely Severe
Has attacked others with definite possibility of harming them or with actual harm, e.g.,
assault with hammer or weapon.

2. ELEVATED MOOD: A pervasive, sustained and exaggerated feeling of well-being,

cheerfulness, euphoria (implying a pathological mood), optimism that is out of proportion to the
circumstances. Do not infer elation from increased activity or from grandiose statements alone.

Have you felt so good or high that other people thought that you were not your normal self?
Have you been feeling cheerful and “on top of the world” without any reason?

[If patient reports elevated mood/euphoria, ask the following]:

Did it seem like more than just feeling good? How long did that last?

NA Not assessed

Bipolar Disorder Clinician’s Manual Page 26 Updated: July 2007

 In the past 7 days…

1 Not Present

2 Very Mild
Seems to be very happy, cheerful without much reason.

3 Mild
Some unaccountable feelings of well-being that persist.

4 Moderate
Reports excessive or unrealistic feelings of well-being, cheerfulness, confidence or optimism
inappropriate to circumstances, some of the time. May frequently joke, smile, be giddy or
overly enthusiastic OR few instances of marked elevated mood with euphoria.

5 Moderately Severe
Reports excessive or unrealistic feelings of well-being, confidence or optimism inappropriate
to circumstances much of the time. May describe “feeling on top of the world,” “like
everything is falling into place," or “better than ever before,” OR several instances of marked
elevated mood with euphoria.

6 Severe
Reports many instances of marked elevated mood with euphoria OR mood definitely
elevated almost constantly throughout interview and inappropriate to content.

7 Extremely Severe
Patient reports being elated or appears almost intoxicated, laughing, joking, giggling,
constantly euphoric, feeling invulnerable, all inappropriate to immediate circumstances.

3. GRANDIOSITY: Exaggerated self-opinion, self-enhancing conviction of special abilities or

powers or identity as someone rich or famous. Rate only patient's statements about himself, not
his demeanor. Note: If the subject rates a “6” or “7” due to grandiose delusions, you must rate
Unusual Thought Content at least a “4” or above.

Is there anything special about you? Do you have any special abilities or powers? Have you
thought that you might be somebody rich or famous?

[If the patient reports any grandiose ideas/delusions, ask the following]:

How often have you been thinking about [use patient's description]? Have you told anyone
about what you have been thinking? Have you acted on any of these ideas?

NA Not assessed

1 Not Present

2 Very Mild
Feels great and denies obvious problems, but not unrealistic.

3 Mild
Exaggerated self-opinion beyond abilities and training.

Bipolar Disorder Clinician’s Manual Page 27 Updated: July 2007

 In the past 7 days…

4 Moderate
Inappropriate boastfulness, claims to be brilliant, insightful, or gifted beyond realistic
proportions, but rarely self-discloses or acts on these inflated self-concepts. Does not claim
that grandiose accomplishments have actually occurred.

5 Moderately Severe
Same as 4 but often self-discloses and acts on these grandiose ideas. May have doubts
about the reality of the grandiose ideas. Not delusional.

6 Severe
Delusional--claims to have special powers like ESP, to have millions of dollars, invented new
machines, worked at jobs when it is known that he was never employed in these capacities,
be Jesus Christ, or the President. Patient may not be very preoccupied.

7 Extremely Severe
Delusional--Same as 6 but subject seems very preoccupied and tends to disclose or act on
grandiose delusions.

4. DEPRESSION: Include sadness, unhappiness, anhedonia, and preoccupation with depressing

topics (can’t attend to TV, conversations due to depression), hopelessness, loss of self-esteem
(dissatisfied or disgusted with self or feelings of worthlessness). Do not include vegetative
symptoms, e.g., motor retardation, early waking, or the amotivation that accompanies the deficit
syndrome.

How has your mood been recently? Have you felt depressed (sad, down, unhappy as if you
didn't care)?
Are you able to switch your attention to more pleasant topics when you want to?
Do you find that you have lost interest in or get less pleasure from things you used to enjoy, like
family, friends, hobbies, watching TV, eating?

[If subject reports feelings of depression, ask the following]:

How long do these feelings last? Has it interfered with your ability to perform your usual
activitieslwork?

NA Not assessed

1 Not Present

2 Very Mild
Occasionally feels sad, unhappy or depressed.

3 Mild
Frequently feels sad or unhappy but can readily turn attention to other things.

4 Moderate
Frequent periods of feeling very sad, unhappy, moderately depressed, but able to function
with extra effort.

5 Moderately Severe
Frequent, but not daily, periods of deep depression OR some areas of functioning are
disrupted by depression.

Bipolar Disorder Clinician’s Manual Page 28 Updated: July 2007

 In the past 7 days…

6 Severe
Deeply depressed daily but not persisting throughout the day OR many areas of functioning
are disrupted by depression.

7 Extremely Severe
Deeply depressed daily OR most areas of functioning are disrupted by depression.

5. ANXIETY: Reported apprehension, tension, fear, panic or worry. Rate only the patient's
statements, not observed anxiety that is rated under TENSION.

Have you been worried a lot during [mention time frame]? Have you been nervous or
apprehensive? (What do you worry about?)
Are you concerned about anything? How about finances or the future?
When you are feeling nervous, do your palms sweat or does your heart beat fast (or shortness
of breath, trembling, choking)?

[If patient reports anxiety or autonomic accompaniment, ask the following];

How much of the time have you been [use patient's description]?
Has it interfered with your ability to perform your usual activitieslwork?

NA Not assessed

1 Not Present

2 Very Mild
Reports some discomfort due to worry OR infrequent worries that occur more than usual for
most normal individuals.

3 Mild
Worried frequently but can readily turn attention to other things.

4 Moderate
Worried most of the time and cannot turn attention to other things easily but no impairment
in functioning OR occasional anxiety with autonomic accompaniment but no impairment in
functioning.

5 Moderately Severe
Frequent, but not daily, periods of anxiety with autonomic accompaniment, OR some areas
of functioning are disrupted by anxiety or worry.

6 Severe
Anxiety with autonomic accompaniment daily but not persisting throughout the day OR
many areas of functioning are disrupted by anxiety or constant worry.

7 Extremely Severe
Anxiety with autonomic accompaniment persisting throughout the day OR most areas of
functioning are disrupted by anxiety or constant worry.

6. UNUSUAL THOUGHT CONTENT: Unusual, odd, strange or bizarre thought content. Rate the
degree of unusualness, not the degree of disorganization of speech. Delusions are patently

Bipolar Disorder Clinician’s Manual Page 29 Updated: July 2007

 In the past 7 days…

absurd, clearly false or bizarre ideas that are expressed with full conviction. Consider the patient
to have full conviction if he/she has acted as though the delusional belief were true. Ideas of
reference/persecution can be differentiated from delusions in that ideas are expressed with
much doubt and contain more elements of reality. Include thought insertion, withdrawal and
broadcast. Include grandiose, somatic and persecutory delusions even if rated elsewhere.
Note: If Somatic Concern, Guilt, Suspiciousness, or Grandiosity are rated “6” or “7" due to
delusions, then Unusual Thought Content must be rated a “4" or above.

Have you been receiving any special messages from people or from the way things are
arranged around you? Have you seen any references to yourself on TV or in the
newspapers?
Can anyone read your mind?
Do you have a special relationship with God?
Is anything like electricity, X-rays, or radio waves affecting you?
Are thoughts put into your head that are not your own?
Have you felt that you were under the control of another person or force?

[If patient reports any odd ideas/delusions, ask the following]:

How often do you think about [use patient's description]?

Have you told anyone about these experiences? How do you explain the things that have been
happening [specify]?

NA Not assessed

1 Not Present

2 Very Mild
Ideas of reference (people may stare or may laugh at him), ideas of persecution (people
may mistreat him). Unusual beliefs in psychic powers, spirits, UFOs, or unrealistic beliefs in
one's own abilities. Not strongly held. Some doubt.

3 Mild
Same as 2, but degree of reality distortion is more severe as indicated by highly unusual
ideas or greater conviction. Content may be typical of delusions (even bizarre), but without
full conviction. The delusion does not seem to have fully formed, but is considered as one
possible explanation for an unusual experience.

4 Moderate
Delusion present but no preoccupation or functional impairment. May be an encapsulated
delusion or a firmly endorsed absurd belief about past delusional circumstances.

5 Moderately Severe
Full delusion(s) present with some preoccupation OR some areas of functioning disrupted
by delusional thinking.

6 Severe
Full delusion(s) present with much preoccupation OR many areas of functioning are
disrupted by delusional thinking.

Bipolar Disorder Clinician’s Manual Page 30 Updated: July 2007

 In the past 7 days…

7 Extremely Severe
Full delusions present with almost total preoccupation OR most areas of functioning are
disrupted by delusional thinking.

Rate the following items on the basis of observed behavior and speech.

7. EXCITEMENT: Heightened emotional tone, or increased emotional reactivity to interviewer or

topics being discussed, as evidenced by increased intensity of facial expressions, voice tone,
expressive gestures or increase in speech quantity and speed.

NA Not assessed

1 Not Present

2 Very Mild
Subtle and fleeting or questionable increase in emotional intensity. For example, at times,
seems keyed-up or overly alert.

3 Mild
Subtle but persistent increase in emotional intensity. For example, lively use of gestures and
variation in voice tone.

4 Moderate
Definite but occasional increase in emotional intensity. For example, reacts to interviewer or
topics that are discussed with noticeable emotional intensity. Some pressured speech.

5 Moderately Severe
Definite and persistent increase in emotional intensity. For example, reacts to many stimuli,
whether relevant or not, with considerable emotional intensity. Frequent pressured speech.

6 Severe
Marked increase in emotional intensity. For example reacts to most stimuli with
inappropriate emotional intensity. Has difficulty settling down or staying on task. Often
restless, impulsive, or speech is often pressured.

7 Extremely Severe
Marked and persistent increase in emotional intensity. Reacts to all stimuli with inappropriate
intensity, impulsiveness. Cannot settle down or stay on task. Very restless and impulsive
most of the time. Constant pressured speech.

8. MOTOR HYPERACTIVITY: Increase in energy level evidenced in more frequent movement

and/or rapid speech. Do not rate if restlessness is due to akathisia.

NA Not assessed

1 Not Present

2 Very Mild
Some restlessness, difficulty sitting still, lively facial expressions, or somewhat talkative.

Bipolar Disorder Clinician’s Manual Page 31 Updated: July 2007

 In the past 7 days…

3 Mild
Occasionally very restless, definite increase in motor activity, lively gestures, 1-3 brief
instances of pressured speech.

4 Moderate
Very restless, fidgety, excessive facial expressions or nonproductive and repetitious motor
movements. Much pressured speech, up to one third of the interview.

5 Moderately Severe
Frequently restless, fidgety. Many instances of excessive non-productive and repetitious
motor movements. On the move most of the time. Frequent pressured speech, difficult to
interrupt. Rises on 1-2 occasions to pace.

6 Severe
Excessive motor activity, restlessness, fidgety, loud tapping, noisy, etc., throughout most of
the interview. Speech can only be interrupted with much effort. Rises on 3-4 occasions to
pace.

7 Extremely Severe
Constant excessive motor activity throughout entire interview, e.g., constant pacing,
constant pressured speech with no pauses, interviewee can only be interrupted briefly and
only small amounts of relevant information can be obtained.

9. EMOTIONAL WITHDRAWAL: Deficiency in patient's ability to relate emotionally during

interview situation. Use your own feeling as to the presence of an “invisible barrier” between
patient and interviewer. Include withdrawal apparently due to psychotic processes.

NA Not assessed

1 Not Present

2 Very Mild
Lack of emotional involvement shown by occasional failure to make reciprocal comments,
occasionally appearing preoccupied, or smiling in a stilted manner, but spontaneously
engages the interviewer most of the time.

3 Mild
Lack of emotional involvement shown by noticeable failure to make reciprocal comments,
appearing preoccupied, or lacking in warmth, but responds to interviewer when approached.

4 Moderate
Emotional contact not present much of the interview because subject does not elaborate
responses, fails to make eye contact, doesn't seem to care if interviewer is listening, or may
be preoccupied with psychotic material.

5 Moderately Severe
Same as “4” but emotional contact not present most of the interview.

6 Severe
Actively avoids emotional participation. Frequently unresponsive or responds with yes/no
answers (not solely due to persecutory delusions). Responds with only minimal affect.

Bipolar Disorder Clinician’s Manual Page 32 Updated: July 2007

 In the past 7 days…

7 Extremely Severe
Consistently avoids emotional participation. Unresponsive or responds with yes/no answers
(not solely due to persecutory delusions). May leave during interview or just not respond at
all.

10. BLUNTED AFFECT: Restricted range in emotional expressiveness of face, voice, and gestures.
Marked indifference or flatness even when discussing distressing topics. In the case of euphoric
or dysphoric patients, rate Blunted Affect if a flat quality is also clearly present.

Use the following probes at end of interview to assess emotional responsivity:

Have you heard any good jokes lately? Would you like to hear a joke?

NA Not assessed

1 Not Present

2 Very Mild
Emotional range is slightly subdued or reserved but displays appropriate facial expressions
and tone of voice that are within normal limits.

3 Mild
Emotional range overall is diminished, subdued, or reserved, without many spontaneous
and appropriate emotional responses. Voice tone is slightly monotonous.

4 Moderate
Emotional range is noticeably diminished, patient doesn't show emotion, smile, or react to
distressing topics except infrequently. Voice tone is monotonous or there is noticeable
decrease in spontaneous movements. Displays of emotion or gestures are usually followed
by a return to flattened affect.

5 Moderately Severe
Emotional range very diminished, patient doesn't show emotion, smile or react to distressing
topics except minimally, few gestures, facial expression does not change very often. Voice
tone is monotonous much of the time.

6 Severe
Very little emotional range or expression. Mechanical in speech and gestures most of the
time. Unchanging facial expression. Voice tone is monotonous most of the time.

7 Extremely Severe
Virtually no emotional range or expressiveness, stiff movements. Voice tone is monotonous
all of the time.

Bipolar Disorder Clinician’s Manual Page 33 Updated: July 2007

 In the past 7 days…

Sources of information (check all applicable): Explain here if validity of assessment is questionable:
_______ Patient _______ Symptoms possibly drug-induced
_______ Parents/Relatives _______ Underreported due to lack of rapport
_______ Mental Health Professionals _______ Underreported due to negative symptoms
_______ Chart _______ Patient uncooperative
_______ Difficult to assess due to formal thought disorder
Confidence in assessment: _______ Other
_______ 1 = Not at all - 5 = Very confident

Bipolar Disorder Clinician’s Manual Page 34 Updated: July 2007

 Texas Medication Algorithm Project
Brief Bipolar Disorder Symptom Scale
Visit Date: Overall Side Effect Severity (from Clinical Record Form):

Any score >4 is within

Presence of Mild to the range of Severe
Instructions: Indicate the score for each item in the
Moderate Symptoms Symptoms, and
appropriate cell to the right of the item. Evaluate the pattern may indicate need for indicates a need to
and severity of symptom(s) to guide clinical decision-making. medication adjustment. make treatment
changes.

Not assessed Not present Very Mild Mild Moderate Moderately Severe Extremely
Severe Severe

Symptom Group Symptoms NA 1 2 3 4 5 6 7

Hostility
Elevated Mood
Manic/Hypomanic Grandiosity
Excitement
Motor Hyperactivity
Depressed Mood
Anxiety
Major Depressive
Emotional Withdrawal
Blunted Affect

Psychotic Unusual Thought Content

Scale Total: _________________

Bipolar Disorder Clinician’s Manual Page 35 Updated: July 2007

 Tactics and Critical Decision Points (CDPs)
For the Treatment of Bipolar Disorder*
Instructions: To identify the recommendations for the
appropriate CDP, trace to the right to the degree of symptom
severity indicated by the BDSS Chart

Not assessed Not present Very Mild Mild Moderate Moderately Severe Extremely
Severe Severe

Critical Decision Point NA 1 2 3 4 5 6 7

Week 0: CDP #1 Symptomatic Start medications Start medications

Order serum Continue current dose.

Increase dose if medication
Week 2: CDP #2 concentrations (if Continue current dose Consider increasing dose if
tolerability is good.
applicable) to adjust dose. medication tolerability is good.

Order serum Increase dose if medication Increase dose if medication

Week 4: CDP #3 concentrations (if Continue current dose tolerability is good or consider next tolerability is good or consider next
applicable) to adjust dose. stage. stage.

All serum concentrations Increase dose if medication Increase dose if medication

Week 6: CDP #4 should be within Continue current dose† tolerability is good or consider next tolerability is good or consider next
therapeutic range. stage. stage.

Increase dose if medication

Week 8: CDP #5 Continue current dose† tolerability is good or consider next Go to next stage.
stage.

* Side Effects: Treatment recommendations assume that side effects are tolerable. Refer to the Side Effects Management section of the physician
manual.Intolerable, unmanageable side effects may warrant changing to a different stage of treatment. Tolerability should be evaluated at all Critical Decision
Points.
†
Once a patient sustains a full response to medication for at least four weeks, a transition to continuation treatment occurs. In general, the patient should have full
response for two consecutive visits before beginning continuation treatment. After maintaining a full response for 4-6 months, the clinician should consider
medication dosage reduction or regimen simplification in maintenance phase treatment.

Bipolar Disorder Clinician’s Manual Page 36 Updated: July 2007

 Scoring Criteria
for Physician and Patient
Overall Symptom and
Side Effect Ratings

0 = No Symptoms

1 = Borderline

2 = Mild

3 = Mild – Moderate

4 = Moderate

5 = Moderate – Marked

6 = Marked

7 = Marked – Severe

8 = Severe

9 = Severe – Extreme

10 = Extreme

Bipolar Disorder Clinician’s Manual Page 37 Updated: July 2007

Appendix B: Communications

TMAP Information
The University of Texas at Austin
College of Pharmacy PHR 5.110
1 University Station A1910
Austin, TX 78712

TMAP Phone: 512-232-5986

TMAP Email: [email protected]

Bipolar Disorder Clinician’s Manual Page 38 Updated: July 2007

Appendix C: Medication Charts

Medications Included in Algorithms for

Most Recent Episode Hypomanic/Manic/Mixed and
Most Recent Episode Depressed
(Please refer to the Physicians’ Desk Reference, FDA approved product labeling, or other sources for
more complete information.)

Mood Stabilizers, Anticonvulsants------------------------------------------------------------------------------40

Antipsychotics, Atypical------------------------------------------------------------------------------------------42

Antipsychotics, Typical-------------------------------------------------------------------------------------------45

Antidepressants, SSRI --------------------------------------------------------------------------------------------47

Antidepressants, Miscellaneous---------------------------------------------------------------------------------49

Adjunctive Agents -------------------------------------------------------------------------------------------------51

Additional References for Drug Information------------------------------------------------------------------52

Bipolar Disorder Clinician’s Manual Page 39 Updated: July 2007

Appendix C: Medication Charts
Mood Stabilizers, Anticonvulsants
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose

1) CBC with platelets – baseline and 1 to 2 weeks • Antipsychotics

after each dose increase and as clinically indicated • Benzodiazepines
2) Hepatic function panel and electrolytes; baseline • Cimetidine
and as clinically indicated • Ataxia • Corticosteroids
3) Pregnancy Test – as clinically indicated • Diplopia • Valproate
Carbamazepine 4) Carbamazepine Levels – 1-2 weeks after dose • Dizziness • Erythromycin
Generic available 200 adjustment, then as clinically indicated • Dysarthria • Lamotrigine3
®
Tegretol 200-600 mg/day 400-1600 1600 2 - 3 times • GI upset • Oral contraceptive pill
® 1
Tegretol XR mg/day every mg/day mg/day daily Therapeutic Serum Concentration :
2 • Hyponatremia • SSRIs
®
Carbatrol 2-4 days 4-12 mcg/ml • Leukopenia • Tricyclic
®
Equetro • Nystagmus antidepressants
• Rash • Warfarin
Frequency of Serum concentration Monitoring:
• Sedation • Induces its own
• Day 5-7
metabolism. May
• Weekly until stable require close dose
• Every 3-6 months titration.

1) CBC – with differential and platelet count –

baseline then one (1) to two (2) weeks after each
dosage increase, and as clinically indicated
2) Hepatic function panel – baseline and as clinically • Alopecia
indicated • Ataxia
3) Pregnancy Test – baseline and as clinically • Cognitive impairment • Antipsychotics
indicated • Dizziness • Benzodiazepines
4) Valproic acid level – 1-2 weeks after initiation and • GI upset • Carbamazepine
500
Divalproex dosage change, then as clinically indicated. • Hepatitis • Lamotrigine4
mg/day
Sodium 500 - 1000 750-2000 60 Twice daily 5) Serum creatinine and BUN at baseline and as • Pancreatitis • Lithium
every 1
(Valproate) mg/day mg/day mg/kg/day or nightly clinically indicated • Polycystic ovarian • MAOIs
® 1–2
Depakote syndrome • Phenytoin
weeks
2 • Rash • Tricyclic
Therapeutic Serum Concentration :
• Somnolence antidepressants
50-150 mcg/ml
• Thrombocytopenia • Warfarin
• Tremor
Frequency of Serum concentration Monitoring:
• Weight gain
• Day 7-14
• At dosage change
• As clinically indicated

1
Maximum daily dosage should be based upon the medication serum concentration in the individual patient in the context of clinical response and tolerability.
2
Therapeutic serum concentration monitoring of mood stabilizers should be drawn 12-hours after the last dose.
3
Recommended dose titration of lamotrigine for patients taking carbamazepine (or other enzyme-inducing drugs) and not taking valproate: 50mg daily for weeks 1 & 2; 100 mg daily (in divided doses)
for weeks 3 & 4; 200 mg daily (in divided doses) for week 5; 300 mg daily (in divided doses) for week 6; up to 400 mg daily (in divided doses) for week 7 and thereafter.
4
Recommended dose titration of lamotrigine for patients taking valproate or other forms of valproic acid: 25 mg every other day for weeks 1 & 2; 25 mg daily for weeks 3 & 4; 50 mg daily for week 5;
100mg daily for week 6 and thereafter.

Bipolar Disorder Clinician’s Manual Page 40 Updated: July 2007

Appendix C: Medication Charts
Mood Stabilizers, Anticonvulsants
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose

• Ataxia
• Dizziness
1) Renal Function Test – baseline and as clinically
25 mg/day • Headache
Lamotrigine indicated
every 200 400 Once or • Nausea • Carbamazepine2
Generic available 25 mg/day 2) Hepatic Function Test – baseline, yearly and as
® 14 days mg/day mg/day twice daily • Rash • Valproate3
Lamictal clinically indicated
• Somnolence
3) Pregnancy Test – as clinically indicated
• Stevens Johnson
Syndrome

1) EKG (mandatory for everyone – baseline, yearly

and as clinically indicated)
2) CBC – baseline, yearly and as clinically indicated
3) Thyroid studies – baseline; then TSH every 6 • Acne
months and as clinically indicated • Acute renal dysfunction
4) BUN, creatinine, glucose and electrolytes; baseline • Cognition
check and as clinically indicated • Diarrhea
serum 5) UA – baseline and as clinically indicated • Dizziness • ACE-inhibitors
Lithium
concentrati 6) Pregnancy test – as clinically indicated • ECG changes • Caffeine
Generic available
® 900 on at 3-4 900-2400 3600 Once or 7) Lithium Levels – one week after initiation or dosage • GI upset • NSAIDs
Eskalith 5
® mg/day days and mg/day mg/day twice daily change and as clinically indicated • Hypothyroidism • Osmotic diuretics
Eskalith CR
® adjust • Nausea • Theophylline
Lithobid
(linear 1 • Polyuria • Thiazide diuretics
Therapeutic Serum Concentration :
kinetics) • Sedation
0.6-1.5 mEq/L
• Thirst
• Tremor
Frequency of Serum concentration Monitoring:
• Weight gain
• Day 7
• At dosage change
• As clinically indicated

• Ataxia
• Diplopia • Antipsychotics
600
1) Electrolytes – baseline and as clinically indicated • Dizziness • Dihydropyridine calcium
Oxcarbazepine 600 mg/day 600-2100 2400 2 - 3 times
® • GI upset antagonists
Trileptal mg/day every mg/day mg/day daily
2) Pregnancy test – as clinically indicated • Hyponatremia • Oral contraceptive pill
7 days
• Somnolence • Vitamin D
• Tremor

5
Maximum daily dosage should be based upon the medication serum concentration in the individual patient in the context of clinical response and tolerability.

Bipolar Disorder Clinician’s Manual Page 41 Updated: July 2007

Appendix C: Medication Charts
Antipsychotics, Atypical
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose

1) Pregancy test – as clinically indicated • Agitation • Carbamazepine

• Constipation • Fluoxetine
2) BMI measurement – when a new antipsychotic is
Aripiprazole 5-15 15-30 • EPS • Ketoconazole
® 15 mg/day 30 mg/day Once daily initiated, at every visit (monthly for inpatients) for 6
Abilify mg/day mg/day • Insomnia • Paroxetine
months after the new antipsychotic is initiated and
quarterly when the antipsychotic dose is stable. • Nausea • Quinidine
• Somnolence • St John’s Wort
3) Fasting plasma glucose level or hemoglobin A1c –
before initiating a new antipsychotic, then yearly.
If a patient has significant risk factors for diabetes and • Constipation
for those that are gaining weight – before initiating a • Dizziness
• Carbamazepine
new antipsychotic, 4 months after starting an • Dry Mouth
• Fluvoxamine
Olanzapine 5-10 5-20 20 mg/day antipsychotic, and then yearly. • Glucose dysregulation
® 5 mg/day Once daily • Rifampin
Zyprexa mg/day mg/day 4) Lipid screening [total cholesterol, low-and high-density • Hyperlipidemia
• Smoking
lipoprotein (LDL and HDL) cholesterol, and • Increased appetite
• St. John’s Wort
triglycerides] – Every 2 years or more often if lipid levels • Sedation
are in the normal range, every 6 months if the LDL level • Weight Gain
is > 130 mg/dl
5) EKG – before initiating treatment with ziprasidone
300-800
(Geodon ®) and subsequently if the patient • Cataract Formation
mg/day demonstrates symptoms (e.g., syncope) associated • Dry mouth • Erythromycin
100 with QT interval prolongation. • Glucose dysregulation • Fluconazole
550-800
mg/day 6) Sexual function inquiry – inquire yearly for evidence of • Headache • Ketoconazole
Quetiapine 100 mg/day: 800
® x 3 days, Twice daily galactorrhea/gynecomastia, menstrual disturbance, • Hyperlipidemia • Phenytoin
Seroquel mg/day mania mg/day
then 200 libido disturbance or erectile/ejaculatory disturbances in • Increased appetite • St. John’s Wort
mg/day males. • Orthostatic hypotension • Thioridazine
300-800
• Sedation • Valproate
mg/day: If a patient is receiving an antipsychotic known to be
associated with Prolactin elevation, then at each visit • Weight gain
depression
(quarterly for inpatients) for the first 12 months after
starting an antipsychotic or until the medication dose is
stable and then yearly.
7) Prolactin level – if there is evidence of
galactorrhea/gynecomastia, menstrual disturbance,
libido disturbance or erectile/ejaculatory disturbances in
males.
• EPS
8) EPS Evaluation (examination for rigidity, tremor, • Glucose dysregulation
akathisia) – before initiation of any antipsychotic • Carbamazepine
• Galactorrhea
medication, then weekly for the first 2 weeks after • Cimetidine
• Hyperlipidemia
initiating treatment with a new antipsychotic or until the • Fluoxetine
• Menstrual irregularity
Risperidone 6 Once or dose has been stabilized and weekly for 2 weeks after • Paroxetine
® 1-2 mg/day 1-2 mg/day 4-6 mg/day 8 mg/day • Orthostatic hypotension
Risperdal twice daily a dose increase • Phenytoin
• Prolactin elevation
• Rifampin
9) Tardive dyskinesia evaluation – every 6 months. • Sedation
• Tricyclic
• Sexual dysfunction
For high-risk patients (including the elderly) every 3 antidepressants
months. • Tardive dyskinesia
• Weight gain
10) Vision questionnaire – ask whether the patient has
experienced a change in vision and should specifically
ask about distance vision and blurry vision – yearly.
11) Ocular evaluations – yearly for patients older than age
40 years; every 2 years for younger patients

6
Use of risperidone > 6 mg/day is associated with an increased risk of EPS.

Bipolar Disorder Clinician’s Manual Page 42 Updated: July 2007

Appendix C: Medication Charts
Antipsychotics, Atypical
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose

• EPS
• Glucose dysregulation • Carbamazepine
• Galactorrhea • Cimetidine
• Hyperlipidemia • Fluoxetine
Risperidone • Menstrual irregularity • Paroxetine
25 – 50 mg Every
Risperdal 25 mg (IM) N/A 50 mg (IM) See Previous Page • Orthostatic hypotension • Phenytoin
® (IM) 2 weeks
Consta • Prolactin elevation • Rifampin
• Sedation • Tricyclic
• Sexual dysfunction antidepressants
• Tardive dyskinesia
• Weight gain

• Carbamazepine
• Dizziness • Diuretics
• ECG changes • Moxifloxacin
Ziprasidone 20-40 120 200 Twice • EPS • Quinidine
® 80 mg/day 7 See Previous Page
Geodon mg/day mg/day mg/day daily • Rash • Sotalol
• Sedation • Thioridazine
• Vomiting • Tricyclic
antidepressants

7
The presence of food can increase ziprasidone’s absorption up to two-fold.

Bipolar Disorder Clinician’s Manual Page 43 Updated: July 2007

Appendix C: Medication Charts
Antipsychotics, Atypical
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose
1) CBC as indicated by guidelines approved by the FDA in
the product labeling.
2) Pregnancy test – as clinically indicated
3) BMI measurement – when a new antipsychotic is
initiated, at every visit (monthly for inpatients) for 6
months after the new antipsychotic is initiated, and
quarterly when the antipsychotic does is stable.
4) Fasting plasma glucose level or hemoglobin A1c -
before initiating a new antipsychotic, then yearly.
If a patient has significant risk factors for diabetes and
for those that are gaining weight – before initiating a
new antipsychotic, 4 months after starting an
antipsychotic, and then yearly.
5) Lipid screening [total cholesterol, low-and high-density
lipoprotein (LDL and HDL) cholesterol, and
• Agranulocytosis
triglycerides] – Every 2 years or more often if lipid levels • Barbiturates
• Excess salivation
are in the normal range, every 6 months if the LDL level • Caffeine
is > 130 mg/dl • Fever
• Carbamazepine
• Glucose dysregulation
6) Sexual function inquiry – inquire yearly for evidence of • Cimetidine
Clozapine • Hyperlipidemia
25 mg/day galactorrhea/gynecomastia, menstrual disturbance, • Erythromycin
Generic available 12.5-25 100-400 900 1 - 3 times • Increased appetite
® every libido disturbance or erectile/ejaculatory disturbances in • Phenytoin
Clozaril mg/day mg/day mg/day daily • Myocarditis
® 2-3 days males. • Rifampin
Fazaclo • Orthostatic hypotension
• Ritonavir
If a patient is receiving an antipsychotic known to be • Sedation
• Smoking
associated with Prolactin elevation, then at each visit • Seizures
• SSRIs
(quarterly for inpatients) for the first 12 months after • Tachycardia
• St. John’s Wort
starting an antipsychotic or until the medication dose is • Weight gain
stable and then yearly.
7) EPS Evaluation (examination for rigidity, tremor,
akathisia) – before initiation of any antipsychotic
medication, then weekly for the first 2 weeks after
initiating treatment with a new antipsychotic or until the
dose has been stabilized and weekly for 2 weeks after a
dose increase.
8) Tardive Dyskinesia evaluation – every 12 months.
For high risk patients (including the elderly), every 6
months.
9) Vision questionnaire – ask whether the patient has
experienced a change in vision and should specifically
ask about distance vision and blurry vision – yearly
10) Ocular evaluations – yearly for patients older than age
40 years; every 2 years for younger patients

Bipolar Disorder Clinician’s Manual Page 44 Updated: July 2007

Appendix C: Medication Charts
Antipsychotics, Typical
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range
Low Potency 1) Pregnancy test – as clinically indicated
2) BMI measurement – when a new antipsychotic is
initiated, at every visit (monthly for inpatients) for 6
months after the new antipsychotic is initiated, and
quarterly when the antipsychotic dose is stable • Guanethidine
3) Fasting plasma glucose level or hemoglobin A1c – • Meperidine
Chlorpromazine before initiating a new antipsychotic, then yearly • Paroxetine
300 100-200 400-1000 2000 Three
Generic available • Pindolol
® mg/day mg/day mg/day mg/day times daily If a patient has significant risk factors for diabetes and
Thorazine for those that are gaining weight – before initiating a • Quinolones
new antipsychotic, 4 months after starting an • Beta-Blockers
antipsychotic, and then yearly • Ziprasidone
4) Lipid screening [total cholesterol, low-and high-density
lipoprotein (LDL and HDL) cholesterol, and
triglycerides] – Every 2 years or more often if lipid
Mid Potency levels are in the normal range, every 6 months if the
LDL level is > 130 mg/dl
5) Sexual function inquiry – inquire yearly for evidence of • Constipation
galactorrhea/gynecomastia, menstrual disturbance, • Dry mouth
libido disturbance or erectile/ejaculatory disturbances • EPS
in males. • Orthostatic
Perphenazine If a patient is receiving an antipsychotic known to be hypotension
24 Three • Paroxetine
Generic available 6-8 mg/day 4-8 mg/day 64 mg/day associated with Prolactin elevation, then at each visit • Photosensitivity
® mg/day times daily • Quinolones
Trilafon (quarterly for inpatients) for the first 12 months after • Sedation
starting an antipsychotic or until the medication dose is • Tachycardia
stable and then yearly • Tardive dyskinesia
6) Prolactin level – if there is evidence of
galactorrhea/gynecomastia, menstrual disturbance,
libido disturbance or erectile/ejaculatory disturbances
High Potency in males.
7) EPS Evaluation (examination for rigidity, tremor,
akathisia) – before initiation of any antipsychotic
medication, then weekly for the first 2 weeks after
initiating treatment with a new antipsychotic or until the
dose has been stabilized and weekly for 2 weeks after
Fluphenazine a dose increase • Guanethidine
2.5-5 2.5-20 40 mg/day Three
Generic available 2.5 mg 8) Tardive dyskinesia evaluation – every 6 months • Paroxetine
® mg/day mg/day times daily
Prolixin • Quinolones
For high risk patients (including the elderly), every 3
months.

Bipolar Disorder Clinician’s Manual Page 45 Updated: July 2007

Appendix C: Medication Charts
Antipsychotics, Typical
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range

Fluphenazine D 12.5-25 6.25-50

12.5 mg 100mg IM • Guanethidine
Generic available mg IM mg IM Every
per (per 4 • Paroxetine
Prolixin every 1-3 every 2-4 1-3 weeks
Decanoate
®
weeks
8 injection
weeks
weeks) • Quinolones
9) Vision questionnaire –ask whether the patient has
experienced a change in vision and should specifically
ask about distance vision and blurry vision – yearly
10) Ocular evaluations – yearly for patients older than
age 40 years; every 2 years for younger patients
See Previous Page

• Azole antifungals
Haloperidol
2-20 40 mg/day 1 - 3 times • Carbamazepine
Generic available 2 mg/day 2-5 mg/day See Previous Page
® mg/day daily • Rifabutin
Haldol
• Rifampin

Haloperidol D 25-50 mg • Azole antifungals

50-200 mg 450 mg
Generic available IM every 2- Every • Carbamazepine
N/A IM every 2- (per 4
Haldol 4 3-4 weeks • Rifabutin
® 9,10,11 4 weeks weeks)
Decanoate weeks • Rifampin

8
Starting dose generally 1.2 times the patient's oral dose
9
The maximum volume per injection site should not exceed 3 mL.
10
Multiple injections can be given at 1-7 day intervals to provide total loading dose.
11
Starting dose generally 10-20 times the patient's oral dose. Dose of first injection should not exceed 100 mg.

Bipolar Disorder Clinician’s Manual Page 46 Updated: July 2007

Appendix C: Medication Charts
Antidepressants, SSRI
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range

• Clozapine
• Cyclosporine
• Linezolid
• MAOIs
Citalopram 10 mg
20-40 • NSAIDs
Generic available 20 mg/day every 60 mg/day Once daily
® mg/day • Pimozide
Celexa 2 weeks
• St. John’s Wort
• Sympathomimetics
• Tramadol
• Triptans

• Agitation
• Constipation
• Diarrhea
• Dizziness
• Cyclosporine
• Dry Mouth
• Linezolid
• Fatigue
• MAOIs
10 mg • Headache
Escitalopram 10-20 1) Pregnancy test – as clinically indicated • NSAIDs
® 10 mg/day every 20 mg/day Once daily • Insomnia
Lexapro mg/day • St. John’s Wort
2 weeks • Loss of appetite
• Sympathomimetics
• Nausea
• Tramadol
• Nervousness
• Triptans
• Sexual dysfunction
• Somnolence
• Sweating

• Carbamazepine
• Clozapine
• Cyclosporine
• Hydantoins
• Linezolid
• MAOIs
Fluoxetine 10-20 mg
20-40 • NSAIDs
Generic available 20 mg/day every 80 mg/day Once daily
® mg/day • St. John’s Wort
Prozac 4 weeks
• Sympathomimetics
• Thioridazine
• Tramadol
• Triptans
• Tricyclic
antidepressants

Bipolar Disorder Clinician’s Manual Page 47 Updated: July 2007

Appendix C: Medication Charts
Antidepressants, SSRI
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range
• Carbamazepine
• Clozapine
• Cyclosporine
• Grapefruit
• Hydantoins
• Linezolid
• MAOIs
• Methadone
• NSAIDs
Fluvoxamine 50-100 mg
100-200 300 Once or • Ropivacaine
Generic available 50 mg/day every
Luvox
®
2 weeks
mg/day mg/day twice daily • St. John’s Wort
• Sympathomimetics
• Tacrine
• Theophyllines
• Thioridazine
• Tizanidine
• Tramadol
• Triptans
• Tricyclic
antidepressants
• Cyclosporine
• Linezolid
• MAOIs
Paroxetine See Previous Page See Previous Page • NSAIDs
Generic 10-20 mg • Phenothiazines
12 20-40
available 20 mg/day every 50 mg/day Once daily • St. John’s Wort
® mg/day
Paxil 2 weeks • Sympathomimetics
®
Paxil CR • Tramadol
• Triptans
• Tricyclic
antidepressants
• Carbamazepine
• Clozapine
• Cyclosporine
• Grapefruit
• Hydantoins
• Linezolid
• MAOIs
Sertraline 50-100 mg • NSAIDs
50-150 200
Generic available 50 mg/day every Once daily • Phenothiazines
® mg/day mg/day
Zoloft 2 weeks • Pimozide
• St. John’s Wort
• Sympathomimetics
• Tramadol
• Triptans
• Tricyclic
antidepressants

12
Generic only available for immediate release formulation

Bipolar Disorder Clinician’s Manual Page 48 Updated: July 2007

Appendix C: Medication Charts
Antidepressants, Miscellaneous
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range

• Carbamazepine
400 Twice daily • Constipation
• Cyclosporine
Bupropion 150 mg/day (SR) • Dry mouth
• Linezolid
Generic available 150 mg/day 300 • Headache
® 1) Pregnancy test – as clinically indicated • MAOIs
Wellbutrin SR mg/day at mg/day 450 Once daily • Insomnia
® • Ritonavir
Wellbutrin XL 3-7 days mg/day(XL (XL) • Nausea
• Tricyclic
) • Seizures
antidepressants

• Anxiety • Linezolid
Venlafaxine 37.5 – 1) Pregnancy test – as clinically indicated. • Decreased appetite • MAOIs
13
Generic available 37.5 75 mg/day 150-225 375 • Dizziness • St. John’s Wort
Once daily
Effexor mg/day every mg/day mg/day 2) Blood pressure during dosage titration and as • Insomnia • Sympathomimetics
®
Effexor XR 5-7 days clinically necessary • Nausea • Tramadol
• Sweating • Triptans

• Atomoxetine
• Bupropion
Phenelzine 15 60-90 2 - 3 times • Carbamazepine
® 45 mg/day 90 mg/day • Dextromethorphan
Nardil mg/week mg/day daily
• Insulins
1) Blood chemistries with emphasis on hepatic and renal • Levodopa
functions; baseline, yearly and as clinically indicated • Edema • Linezolid
during prolonged or high dose therapy
• Insomnia • Meperidine
• Orthostatic • SSRIs
2) Pregnancy test – as clinically indicated
hypotension • St. John’s Wort
3) Blood pressure at baseline and during dosage • Sexual dysfunction • Sulfonylureas
adjustments and as clinically indicated. Therapeutic • Weight gain • Sympathomimetics
Tranylcypromine ranges for the lab used should be listed on the report • Tramadol
20-30 10 20-40 2 - 3 times • Triptans
Generic available 60 mg/day
® mg/day mg/week mg/day daily • Tricyclic
Parnate
antidepressants
• Tyramine foods
• Venlafaxine

13
Generic only available for immediate release formulation

Bipolar Disorder Clinician’s Manual Page 49 Updated: July 2007

Appendix C: Medication Charts
Antidepressants, Miscellaneous
Target
Starting Maximum
Drug Titration Dose or Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose Daily Dose
Range

1) EKG – baseline and as clinically indicated

25-50
Amitriptyline 2) Pregnancy test – as clinically indicated
25-75 mg/day 150 300
Generic available Once daily
® mg/day every mg/day mg/day 3) Blood levels as clinically indicated.
Elavil
1-2 days
**Amitriptyline + Nortriptyline: 120-250 ng/mL

• Carbamazepine
1) EKG – baseline and as clinically indicated • Ciimetidine
Desipramine 25-50 • Clonidine
2) Pregnancy test – as clinically indicated • Fluoxetine
Generic available 25-75 mg/day 150 300
® Once daily • Guanethidine
Norpramin mg/day every mg/day mg/day 3) Blood levels as clinically indicated. • Blurred Vision
Pertofrane
®
1-2 days • Linezolid
• Constipation
• MAOIs
** Desipramine: 100-300 ng/mL • Dry Mouth
• Paroxetine
• Orthostatic hypotension
• Procainamide
• Sedation
• Quinidine
1) EKG – baseline and as clinically indicated • Tachycardia
• Quinolones
25-50 • Urinary retention
Doxepin 2) Pregnancy test – as clinically indicated • Rifabutin
25-75 mg/day 150 300 Once or • Weight gain
Generic available • Rifampin
® mg/day every mg/day mg/day twice daily 3) Blood levels as clinically indicated. • St. John’s Wort
Sinequan
1-2 days • Sympathomimetics
**Doxepin + Nordoxepin: 150-250 ng/mL • Valproate
• Ziprasidone

1) EKG – baseline and as clinically indicated

Nortriptyline
25 mg/day 200 2) Pregnancy test – as clinically indicated
Generic available
® 25 mg/day every 75 mg/day mg/day Once daily
Pamelor 3) Blood levels as clinically indicated.
® 2 days
Aventyl
** Nortriptyline: 50-150 ng/mL

** Therapeutic drug monitoring of tricyclic antidepressants can be performed after 5-7 days of consistent dosing. Dosing adjustments should be made to achieve 12-hour blood levels within a therapeutic
range.

Bipolar Disorder Clinician’s Manual Page 50 Updated: July 2007

Appendix C: Medication Charts
Adjunctive Agents
Starting Target Dose Maximum
Drug Titration Schedule Patient Monitoring Parameters Side Effects Selected Drug Interactions
Dose or Range Daily Dose

• Constipation • Cimetidine
0.375
• Insomnia • Diltiazem
Pramipexole 0.375 mg/day 1 - 3 times
® 1-3 mg/day 5 mg/day None • Nausea • Ranitidine
Mirapex mg/day every 7 daily
days • Psychosis • Triamterene
• Somnolence • Verapamil

6 g/day 12-14 Three • Diarrhea

Inositol 6 g/day None None Unknown
at 7 days g/day times daily • Nausea

• Anorexia
Amphetamine • Guanethidine
• Insomnia
Mixed Salts 10-60 2 - 3 times • MAOIs
10 mg/day None 60 mg/day • Nervousness
Generic available mg/day daily • SSRIs
Adderall XR
® • Psychosis
• Urinary Alkalinizers
• Tachycardia
1) Height and weight in children (baseline and
as clinically indicated)
Methylphenidate • Anorexia • Guanethidine
Generic
14 • Insomnia • Hydantoins
available 20-40 2 - 3 times
® 20 mg/day None 60 mg/day • Nervousness • MAOIs
Ritalin mg/day daily
Ritalin SR
® • Psychosis • Tricyclic
Concerta
® • Tachycardia antidepressants

T3 • Diarrhea
• Anticoagulants
(Liothyronine) • Headache
• Hypoglycemics
Generic available 25 25-50 160 • Irritability
® None Once daily None • Oral contraceptives
Cytomel mcg/day mcg/day mg/day • Nervousness
Triostat
® • Tricyclic
• Sweating
antidepressants
• Tachycardia

• Diarrhea • Anticoagulants
T4
50 • Headache • Cholestyramine
(Levothyroxine)
50 mcg/day 300-500 500 • Irritability • Digoxin
Generic available Once daily None
® mcg/day every 3 mcg/day mcg/day • Nervousness • Estrogens
Synthroid
® days • Sweating • Iron
Levoxyl
• Tachycardia • Theophyllines

14
Generic only available in IR and SR formulations

Bipolar Disorder Clinician’s Manual Page 51 Updated: July 2007

Appendix C: Medication Charts

Additional References for Drug Information

• AHFS Drug Information 2006, American Society of Health-System Pharmacists, Bethesda, MD, 2006.
• Drug Interactions – http://medicine.iupui.edu/flockhart/
• Drug Interactions Facts – http://online.factsandcomparisons.com/ (subscription required)
• Drug Product Labeling – see specific FDA approved drug prescribing information
• Ketter TA, ed. Advances in Treatment of Bipolar Disorder, edited by Terence A Ketter (Review of Psychiatry Series. Volume 24,
Number 3; Oldham JM and Riba MB, services editors). Washington, DC: American Psychiatric Publishing. 2005.
• Perry PJ, Alexander B, Liskow BI, Devane CL. Psychotropic Drug Handbook, 8th ed. Baltimore, Md: Lippincott Williams and Wilkins,
2007.
• Schatzberg AF, Nemeroff CB, eds. Textbook of Psychopharmacology. 3rd ed. Washington DC, American Psychiatric Press Inc.2003

Bipolar Disorder Clinician’s Manual Page 52 Updated: July 2007

Appendix D: Side Effect and Associated or Co-Existing Symptom Management

Treatment-Emergent Side Effects

In general, treatment emergent side effects should be addressed first by dose reduction or medication
switching. Prescribing medications for side effects may lead to new side effects.

Benzodiazepines are best avoided in patients with prior history of substance abuse/dependence or
who are at risk for substance abuse. Nonaddicting agents are preferred.

Side Effect Recommendations

- Nausea and diarrhea are usually transient side effects with antidepressants,
and improvement should occur within 2-3 weeks after initiation or dose
increases.
GI Upset - Administer medication with food and large quantities of liquid.
- Consider lowering dose, if possible, or slowing the dose titration.
- Persistent GI upset may require changing to an alternative medication or
adding an adjunctive agent, such as an H2 blocker (e.g., famotidine, ranitidine).
- Enhanced physiologic tremor – A fine tremor of approximately 8-10 Hz; made
worse with outstretched hands.
• Check blood levels of medication, if applicable.
• Decrease dose, divide dose, or change to slow release preparation of the
Tremor medication.
• Propranolol can be given at 20-30 mg three times a day.

- Parkinsonian tremor – Coarse tremor at rest of approximately 4-6 Hz.

• See treatment recommendations under Extrapyramidal Symptoms (EPS)
below.
- A thorough evaluation of sleep behaviors should be performed, including a
patient assessment of sleep quality.
- May try dosing medication at bedtime.
Sedation - Decrease dose if possible.
- Substitute a less sedating alternative medication.
- Adjunctive medications may be considered. However, in patients with
psychosis, adjunctive treatment is not recommended as it may possibly worsen
the course of the episode.

Bipolar Disorder Clinician’s Manual Page 53 Updated: July 2007

 Side Effect Recommendations
- Usually seen with typical antipsychotics or higher doses of risperidone.
- Parkinsonian tremor – coarse tremor at rest of approximately 4-6 Hz.
• Decrease dose, divide dosing, use bedtime dosing, or switch to alternate
medication.
Extrapyramidal • Pharmacological treatments include benztropine 1-2 mg twice daily,
Symptoms diphenyhydramine 25-50 mg two or three times daily, or propranolol 20-
(EPS) – 30 mg three times daily.
Parkinsonian
Tremor, Akathisia, - Akathisia may respond to propranolol 20-30 mg three times a day. If this is not
and Dystonia effective, alternatives include clonidine 0.1 mg three times a day, lorazepam 1
mg two or three times a day, or clonazepam 0.5-1mg twice a day.
- Dystonic reactions can often be prevented by benztropine 1 mg two or three
times a day for the first few days of antipsychotic therapy. Acute dystonic
reactions are generally managed with benztropine 1-2 mg IM or lorazepam 1-2
mg IM.
- Prescribe typical antipsychotics in the lowest dose necessary for the shortest
time possible. Mid-potency typical agents may be preferred if typical
antipsychotic is selected.
Tardive Dyskinesia - Use atypical antipsychotic medications.

- Consider clozapine which has an extremely low risk of TD.

- Consider other treatment modalities, including ECT.
- Patients with a history of NMS should be educated about the need to stay well
Neuroleptic hydrated and avoid strenuous physical activity when outside during hot
Malignant weather.
Syndrome (NMS)
- If the patient has been on a FGA, changing to a SGA is reasonable.
- May consider switching to an alternative medication with lower propensity to
cause sexual dysfunction.
- If SSRI-induced sexual dysfunction, may consider adding bupropion 75-150mg
daily.
- Alternatives for the management of sexual dysfunction secondary to
psychotropic medications is to add a selective phosphodiesterase (PDE) type 5
inhibitor. Use is contradicted with concurrent nitrates. Caution use with
concomitant C4P3A4 inhibitors. Data available for use in females is limited to
Sexual
small, open label trials.
Dysfunction
• Sildenafil 25-100mg one-half to 1 hour before sexual activity.
• Tadalafil 10-20mg one-half to 1 hour before sexual activity.
• Vardenafil 5-20mg one-half to 1 hour before sexual activity.
- Other alternative is cyproheptadine 4-8 mg, given shortly before sexual
intercourse. However, cyproheptadine is also a serotonin receptor antagonist,
and frequent use in patients with affective symptoms should proceed with
caution.

Bipolar Disorder Clinician’s Manual Page 54 Updated: July 2007

 Side Effect Recommendations
- Promote good sleep hygiene:
• Encourage regular aerobic exercise at least four hours before bedtime.
• Avoid alcoholic beverages.
• Encourage regular sleep cycles.
• Eliminate noises and distracting lights.
• Engage in relaxing activities before bed (reading, sex, meditation, etc).
• Try a glass of warm milk.
- If due to concomitant antidepressant use: reduce the dose of antidepressant, if
possible.
- Try moving the dosing of the medication to the morning.
Insomnia
- Adjunctive medications:
• Zolpidem 5-10 mg once daily at bedtime.
• Zaleplon 5-20 mg (10 mg recommended dose) once daily at bedtime.
• Eszopiclone 2-3 mg once daily at bedtime.
• Benzodiazepine, such as temazepam 15-30 mg once daily at bedtime or
lorazepam 0.5-2mg once daily at bedtime.
• Trazodone 25-100mg once daily at bedtime.
• Low-dose tricyclic antidepressant, such as amitriptyline 10-50 mg once
daily at bedtime.
- Brief, targeted cognitive therapy.
- Exercise (walking, jogging, swimming) for at least 3 times weekly, and for at
least 30 minutes each time.
- Diet:
• Eat smaller portions of 3 meals per day.
Weight Gain • Decrease excess fats (decrease fried foods, eat lean meats, increase
vegetables, salads, and fruits).
• Decrease excessive low nutritional content carbohydrate (soft drinks,
deserts, candy, gravies, potatoes, white bread).
- Avoid snacking, and particularly, no evening snacks.

Bipolar Disorder Clinician’s Manual Page 55 Updated: July 2007

 Associated or Co-Existing Symptoms
Benzodiazepines are best avoided in patients with prior history of substance abuse/dependence or who are at
risk for substance abuse. Nonaddicting agents are preferred.

Co-Existing Recommendations
Symptom
- Consider adjunctive medications, including as needed use of oral and intramuscular
medications including benzodiazepines, typical antipsychotics, and atypical
antipsychotics:
• Lorazepam 1-4 mg or clonazepam 0.5-2 mg may be used in treating acute
agitation. In emergent situations where rapid reduction of agitation is necessary,
lorazapam 1-2 mg given intramuscularly may be preferable to oral dosing. The
dose may be repeated every 1-2 hours as needed, and onset of effect is
generally seen within 15-30 minutes.
• Haloperidol 5 mg orally or intramuscularly may be given every 30-60 minutes
until patient is calm.
• Atypical antipsychotics in intramuscular or oral formulations may be given on an
as needed basis to control acute agitation. If oral dosing is used, doses should
be initiated at the low end of the dosing range. Intramuscular olanzapine,
Agitation/ risperidone oral solution, and intramuscular ziprasidone act more rapidly than
their oral counterparts and their use may be warranted in cases where the
Excitement patient can not tolerate or does not respond to typical antipsychotic agents
and/or benzodiazepines.
o Intramuscular olanzapine 2.5-10 mg, may repeat 2 hours after initial
dose and 4 hours after second dose, with a maximum of 30 mg daily.
o Intramuscular ziprasidone 10-20 mg as needed to a maximum dose of
40 mg daily. The 10 mg dose may be given every 2 hours, and the 20
mg dose may be given every 4 hours.
o Intramuscular aripiprazole 5.25 – 9.75 mg as needed every two hours
to a maximum of 30 mg daily.
• Risperidone oral solution is available in 1mg/mL.
- Failure of the first trial of pharmacotherapy should be followed by a second trial of an
alternative agent above.
- After failure of multiple trials of agents to control acute agitiation/excitement,
consider moving treatment to the next algorithm stage.
− Lithium, valproate and carbamazepine are all therapeutic options for the
Persistent management of aggression and hostility associated with acute exacerbations in
symptoms of schizophrenia
Aggression/Hostility/ − If there is no discernible change in the clinical picture after 1-3 weeks, the clinician
Mood Lability should discontinue the adjuvant mood stabilizer and consider switching the patient to
clozapine.
− Medication treatments for depression in schizophrenia are the same as those used
in major depressive disorder.
Depression
− SSRIs, venlafaxine XR, bupropion SR/XL, duloxetine and mirtazapine are
recommended as first line treatments.

Bipolar Disorder Clinician’s Manual Page 56 Updated: July 2007

Co-Existing Recommendations
Symptom
- Promote good sleep hygiene:
• Encourage regular aerobic exercise at least four hours before bedtime.
• Avoid alcoholic beverages.
• Encourage regular sleep cycles.
• Eliminate noises and distracting lights.
• Engage in relaxing activities before bed (reading, sex, meditation, etc.).
• Try a glass of milk.
- Adjunctive medications:
Insomnia
• Zolpidem 5-10 mg once daily at bedtime.
• Zaleplon 5-20 mg (10 mg recommended dose) once daily at bedtime.
• Eszopiclone 2-3 mg once daily at bedtime.
• Benzodiazepine, such as temazepam 15-30 mg once daily at bedtime or
lorazepam 0.5-2mg once daily at bedtime.
• Trazodone 25-100mg once daily at bedtime.
• Low-dose tricyclic antidepressant, such as amitriptyline 10-50 mg once daily at
bedtime.
- Brief, targeted cognitive therapy.

Bipolar Disorder Clinician’s Manual Page 57 Updated: July 2007

Appendix E: Overlap and Taper Guidelines

Considerable evidence in patients with bipolar disorder suggests that a sudden discontinuation of
lithium maintenance treatment is associated with a greater relapse of affective illness than a gradual
taper1. Some evidence in patients with schizophrenia suggests that the abrupt discontinuation of
maintenance antipsychotic treatment is also associated with a greater risk of relapse than is a gradual
taper2. Thus, a gradual tapering of psychotropic medications in persons with bipolar disorder is
strongly recommended when possible to minimize exacerbation or relapse of mood symptoms.
Exceptions to this rule would be when severe or potentially life-threatening side effects occur or if
manic symptoms develop during antidepressant therapy.

In general, if a medication is to be discontinued, the new medication should be started and titrated to
a therapeutic dose. Then the medication to be discontinued is tapered at a maximum of 25% the dose
every 1-2 weeks.

If during the increasing dose period of the second medication, presumptive side effects from the first
medication increase, it would be reasonable to begin tapering the first medication prior to reaching full
therapeutic dose of the second new medication. If a patient’s clinical status improves during the
overlap and taper period, it is impossible to determine whether the improvement occurred due to the
second medication or to the combination. The clinician should continue with the overlap and taper in
order to evaluate clinical response on the second medication monotherapy. If clinical status
deteriorates with discontinuation of the first medication, it can be restarted in combination with the
second medication.

1. Baldessarini RJ, Tondo L, Faedda GL, Suppes TR, Floris G, Rudas N. Effects of the reate of discontinuing lithium
maintenance treatment in bipolar disorders. J Clin Psychiatry 1996; 57(10):441-8.
2. Viguera AC, Baldessarini RJ, Hegarty JD, Van Kammen DP, Tohen M. Clinical risk following abrupt and gradual
withdrawal of maintenance neuroleptic treatment. Arch Gen Psychiatry 1997; 54(1):49-55.

Bipolar Disorder Clinician’s Manual Page 58 Updated: July 2007

Appendix F: TMAP Publications

Brown ES, Rush AJ, Biggs MM, Shores-Wilson K, Carmody TJ, Suppes T, Texas Medication Algorithm
Project. Clinician ratings vs. global ratings of symptom severity: a comparison of symptom
measures in the bipolar disorder module, phase II, Texas Medication Algorithm Project.
Psychiatry Research 2003;117:167-75.

Dennehy EB, Suppes T, Crismon ML, Toprac M, Carmody TJ, Rush AJ. Development of the Brief
Bipolar Disorder Symptom Scale for patients with bipolar disorder. Psychiatry Research
2004;127:137-45.

Dennehy EB, Suppes T, Rush AJ, Crismon ML, Witte B, Webster J. Development of a computerized
assessment of clinician adherence to a treatment guideline for patients with bipolar disorder.
Journal of Psychiatric Research 2004;38:285-94.

Dennehy EB, Suppes T, Rush AJ, Miller AL, Trivedi MH, Crismon ML, Carmody TJ, Kashner TM.
Does provider adherence to a treatment guideline change clinical outcomes for patients with
bipolar disorder? Results from the Texas Medication Algorithm Project. Psychological Medicine
2005;35:1695-1706.

Gilbert DA, Altshuler KZ, Rago WV, Shon SP, Crismon ML, Toprac MG, Rush AJ. Texas Medication
Algorithm Project: Definitions, rationale and methods to develop medication algorithms. Journal
of Clinical Psychiatry 1998;59:345-51.

Kashner TK, Rush AJ, Crismon ML, Toprac M, Carmody TJ, Miller AL, Trivedi M, Wicker A, Suppes
T. An empirical analysis of cost-outcomes of the Texas medication algorithm project.
Psychiatric Services 2006:57:648-659.

Kashner TM, Carmody TJ, Suppes T, Rush AJ, Crismon ML, Miller AL, Toprac M, Trivedi M. Catching-
up on health outcomes: The Texas Medication Algorithm Project. Health Services Research
2003;38:311-31.

Kashner TM, Rush AJ, Surís A, Biggs MM.; Gajewski VL, Hooker DJ, Shoaf T, Altshuler KZ. Impact
of Structured Clinical Interviews on Physician Behavior in Community Mental Health Settings.
Psychiatric Services 2003;54:712-718.

Mellman TA, Miller AL, Weissman E, Crismon ML, Essock SM, Marder SR. Evidence based
medication treatment for severe mental illness: a focus on guidelines and algorithms. Psychiatric
Services, 2001; 52:619-625.

Rago WV, Shon SP. “The Texas Medication Algorithm Project.” In Improving Mental Health Care.
Commitment to Quality, Dickey B and Sederer LI (eds). Washington, DC: American Psychiatric
Publishing, Inc., 2001.

Rush AJ, Crismon ML, Kashner TM, Toprac MG, Carmody TJ, Trivedi MH, Suppes T, Miller AL, Biggs
MM, Shores-Wilson K, Witte B, Shon SP, Rago WV, Altshuler KZ. Texas Medication Algorithm
Project – Phase III (TMAP-III): rationale and design. Journal of Clinical Psychiatry 2003;64:357-
69.

Bipolar Disorder Clinician’s Manual Page 59 Updated: July 2007

Rush AJ, Crismon ML, Toprac MG, Shon SP, Rago WV, Miller AL, Suppes T, Trivedi MH, Biggs MM,
Shores-Wilson K, Kashner TM, Altshuler KZ. Implementing guidelines and systems of care:
Experiences with the Texas Medication Algorithm Project (TMAP). Journal of Practical Psychiatry
& Behavioral Health 1999;5:75-86.

Rush AJ, Rago WV, Crismon ML, Toprac MG, Shon SP, Suppes T, Miller AL, Trivedi MH, Swann A,
Biggs MM, Shores-Wilson K, Kashner M, Pigott TA, Chiles CA, Gilbert DA, Altshuler KZ.
Medication treatment for the severely and persistently mentally ill: The Texas Medication
Algorithm Project. Journal of Clinical Psychiatry 1999;60:284-291.

Shon SP, Crismon ML, Toprac MG, Trivedi M, Miller AL, Suppes T, Rush AJ. Mental health care from
the public perspective: The Texas Medication Algorithm Project. Journal of Clinical Psychiatry
1999;60 (suppl 3):16-20.

Shon SP, Toprac MG, Crismon ML, Rush AJ. Strategies for implementing psychiatric medication
algorithms in the public sector. Journal of Practical Psychiatry & Behavioral Health 1999;5:32-36.

Starkweather K, Shon SP, Crismon ML. A Texas-sized prescription: providers report progress with
medication guidelines. Behavioral Healthcare Tomorrow 2000;9(4):44-46.

Starkweather K, Shon SP. Implementing Medication Algorithms: The Texas Experience. Psychiatrist
Administrator 2001;1:13-18.

Suppes T, Dennehy E, Hirschfeld RMA, Altshuler LL, Bowden CL, Calíbrese CR, Crismon ML, Ketter
T, Sachs G, Swann AC. The Texas implementation of medication algorithms: Update to the
algorithms for treatment of bipolar I disorder. J Clin Psychiatry 2005;60:870-886.

Suppes T, Dennehy E, Rush AJ, Crismon ML, Kashner, TM, Carmody TJ, Toprac MG, Biggs MM,
Shores-Wilson K, Witte B, Trivedi MH, Steven SP. Texas Medication Algorithm Project: clinical
results for patients with a history of mania. Journal of Clinical Psychiatry 2003;64:370-82.

Suppes T, Swann AC, Dennehy EB, Habermacher ED, Mason M, Crismon ML, Toprac MG, Rush AJ,
Shon SP, Altshuler KZ. Texas Medication Algorithm Project – development and feasibility testing
of a treatment algorithm for patients with bipolar disorder. Journal of Clinical Psychiatry
2001;62:439-447.

Toprac MG, Rush AJ, Conner TM, Crismon ML, Dees M, Hopkins C, Rowe V, Shon SP. The Texas
Medication Algorithm Project patient and family education program: a consumer-guided initiative.
Journal of Clinical Psychiatry 2000;61:477-486.

Toprac MG, Dennehy EB, Carmody TJ, Crismon ML, Miller AL, Trivedi MH, Suppes T, Rush AJ.
Implementation of the Texas Medication Algorithm Project Patient and Family Education
Program. J Clin Psychiatry 2006;67:1362-1372.

Trivedi MH, Rush AJ, Crismon ML, O’Neal B, Toprac MG. Treatment guidelines and algorithms. In:
Dunner DL, Rosenbaum JF, eds. The Psychiatric Clinics of North America Annual Review of
Drug Therapy 2000. Philadelphia, PA: W.B. Saunders Company, 2000;7:1-22.

Bipolar Disorder Clinician’s Manual Page 60 Updated: July 2007

Appendix G: Minimum Data Set for Documentation

The following information should be entered on the Clinical Record Form at each patient visit:

1. Patient identification information

Indicate information required by the health care organization.

2. Date
Date of visit (month/day/year)

3. Service activity code

Service activity or billing code for this visit

4. Physician/clinician code or identification

5. Duration of visit
Record start and end times of visit (hour:minute am/pm).

6. Current diagnoses
Record the current psychiatric diagnoses using DSM IV-TR codes. Please place primary diagnosis first.

7. Current algorithm
Check box of the specific algorithm that is being used.

8. Current stage in algorithm at beginning of visit and weeks in this current stage
Record current stage in algorithm at the beginning of this visit and how many weeks the patient has been in this
stage.

9. Vital signs
Record current vital signs: weight, height, blood pressure; pulse rate.

10. Most recent drug levels

Most recent values (as applicable) with date

11. Has patient taken medications as prescribed?

Check appropriate box.

12. Any other medications taken during the past week?

Include any prescriptions, over-the-counter medications, or complementary medications taken in addition to
medications prescribed by this physician.

13. Patient global self report

Record patient’s results, including symptom severity and side effects.

14. Clinical rating scales

Record the scores of any and all appropriate clinical rating scales, including POS SX, NEG SX, QIDS (SR or C),
BDSS, AIMS, and any others. Although only the total score is required for the Minimum Data Set, greater clinical utility
is achieved by listing each item score for the scale or scales used. The individual rating scale items can be preprinted
on the CRF if desired.

Bipolar Disorder Clinician’s Manual Page 61 Updated: July 2007

These items provide a global impression of the clinician’s impression of the severity of each of these symptoms as
observed at the visit as well as during the week prior to the visit.

For items 15 – 17, a scale of 0 – 10 should be used:

0 = No symptoms
5 = Moderate symptoms
10 = Extreme symptoms

15. Core symptoms

These are the severity of the core symptoms for the three adult disorders for which algorithms have been developed:
mania, depression, positive psychotic symptoms, and negative symptoms.

16. Other symptoms

These include other symptoms that are commonly seen in individuals with mental disorders and include: irritability,
mood lability, agitation, anxiety, level of interest, appetite, energy, and insomnia. A space is left in case the clinician
wishes to add additional symptoms that may be present in a given patient.

17. Overall side effect severity

Rate the overall level of side effect severity from all medications being taken by the patient.

18. Suicidal or homicidal

Indicate if the patient is presently suicidal or homicidal and, if yes, please comment in the progress note section.

19. Overall functioning

Rate from 0 – 10 (0 = Low and 10 = High) your overall impression of the patient’s ability to function on a daily basis.
Please note: this is not a GAF score, but the clinician's overall impression of how the patient has been functioning
during the last week.

20. Are serum concentrations needed?

This provides a prompt for the clinician to order medication serum concentrations if they are needed. If yes, please
specify in the progress note section.

21. Rationale for diagnostic and other services

The rationale for ordering diagnostic and other services should be clearly documented.

22. Medication response

Please indicate the patient’s response to the medication since the beginning of the current stage. Check the box that
applies. Please note that this is medication response and, depending on comorbidity and the patient’s psychosocial
situation, this may not necessarily represent the patient’s overall improvement in mental health status.

23. Rationale for change in medication

If medication is being changed (including dose changes), please note rationale by checking all boxes that apply.

24. Prescription information

o This information should be completed regardless of whether a patient is getting a new prescription for
ongoing medications.
o List all medications being taken by the patient for the core syndrome, other symptoms, or side effects.
o Indicate via check mark, if this is a new medication, continuation of a previous medication, or medication
being discontinued at this visit.
o Provide the following information: dose, frequency, duration the medication is to be taken, titration (or
tapering) schedule, and any other pertinent information describing the medication or use of this
medication.
o Indicate via check mark the following:
ƒ S = Core symptoms
ƒ OS = Other symptoms
ƒ SE = Side effects of S or OS medications

25. Algorithm State at End of Visit

A change in core disorder medications during the visits dictates a change in the algorithm stage.

Bipolar Disorder Clinician’s Manual Page 62 Updated: July 2007

 26. Progress note
Use the progress note to indicate additional information, assessments, or impressions not addressed elsewhere or to
expand on information already given. This section should also address any variation from algorithm-based treatment.
Clinics may use preprinted templates for this section if they wish.

27. Next visit

The treating clinician indicates the recommended number of weeks until the patient should return to the clinic. Clinic
staff should record the actual date of the next scheduled visit.

28. Signature and title

Treating clinician should sign name and degree designation or title.

Bipolar Disorder Clinician’s Manual Page 63 Updated: July 2007