Literature DB >> 36082188

Accuracy of telephone screening tools to identify dementia patients remotely: systematic review.

Charlotte Olivia Riley1, Brian McKinstry1, Karen Fairhurst1.   

Abstract

The COVID19 pandemic highlighted the need for remote diagnosis of cognitive impairment and dementia. Telephone screening for dementia may facilitate prompt diagnosis and optimisation of care. However, it is not clear how accurate telephone screening tools are compared with face-to-face screening. We searched Cochrane, MEDLINE, Embase, Web of Science, PubMed and Scopus for all English language papers published between January 1975 and February 2021 which compared telephone screening for dementia/ mild cognitive impairment and an in-person reference standard, performed within six-weeks. We subsequently searched paper reference lists and contacted authors if data were missing. Three reviewers independently screened studies for inclusion, extracted data, and assessed study quality using an adapted version of the Joanna Briggs Institute's critical appraisal tool. Twenty-one studies including 944 participants were found. No one test appears more accurate, with similar validities as in-person testing. Cut-offs for screening differed between studies based on demographics and acceptability thresholds and meta-analysis was not appropriate. Overall the results suggest telephone screening is acceptably sensitive and specific however, given the limited data, this finding must be treated with some caution. It may not be suitable for those with hearing impairments and anxiety around technology. Few studies were carried out in general practice where most screening occurs and further research is recommended in such lower prevalence environments.
© 2022 The Author(s).

Entities:  

Keywords:  CLINICAL; Health informatics; Memory disorders (neurology); NON-CLINICAL; Neurology; Telemedicine

Year:  2022        PMID: 36082188      PMCID: PMC9445501          DOI: 10.1177/20542704221115956

Source DB:  PubMed          Journal:  JRSM Open        ISSN: 2054-2704


Introduction

The progressive cognitive deterioration associated with dementia restricts an individual's capacity to complete routine tasks and retain novel information, and may cause behavioural change.[1,2] Mild cognitive impairment (MCI) presents similar symptoms but, unlike dementia, does not significantly affect activities of daily living (ADL). Approximately half of patients with MCI develop dementia; both can be screened for using the same tests. From 2015 to 2030, dementia cases are projected to increase globally by nearly 60%. Prompt dementia diagnosis provides clarity for patients and the opportunity to optimise care, for example by commencing medications to delay progression or arranging power of attorney to help with financial planning. Despite these benefits, in England, nearly a third (31.3%) of cases are undiagnosed. The COVID-19 pandemic has profoundly impacted dementia diagnosis. In England, diagnostic rates fell from 67.6% (January 2020) to 61.4% (January 2021) in those over 65 years. Similarly secondary care referrals for dementia reduced: presumed reasons being delayed patient help seeking possibly through fear of infection, restructuring of general practice services (primarily offering remote consultation) and healthcare reprioritisation. Screening is one approach to improve the timeliness of dementia diagnosis. Traditionally screening is carried out in a face-to-face general practice consultation using validated tools such as Mini Mental State Examination (MMSE), GPCOG and Montreal Cognitive Assessment (MoCA). However the COVID-19 pandemic has transformed interactions between clinicians and patients, with remote consultation for a time becoming the predominant model in the UK. Remote initial assessment for dementia requires rapid, comprehensive and effective telephone screening tools. Many of these have been available for several decades (e.g. the Telephone Interview for Cognitive Status (TICS) was developed in 1988), but their validity in screening remains uncertain. Remote consultation is likely to remain a routine part of healthcare beyond the COVID-19 pandemic. Home-based tele-assessment may be convenient, time saving and less anxiety-inducing for patients, and may improve access for some patients where there are geographical, mobility and financial barriers to face-to-face clinic assessment.[9,10] Despite these advantages, telephone screening is inappropriate for those without a telephone, or apprehensive using them or with hearing, speech or language problems. Absence of non-verbal cues limits physicians’ capacity to assess wellbeing, comprehension and consider alternative aetiologies, although video consultation may be more informative and personable. Previous systematic reviews recognised that telephone screening has utility in identifying high-risk patients, but inclusion of a broad range of tools in the reviews limited their focus and some could be considered outdated due to literature growth.[13-15] One review suggested that despite benefits in mitigating geographical inaccessibility, telephone screening was time-consuming and impacted by informational inconsistencies and patient technological engagement. This review adds to previous reviews, providing appraisal of five telephone tools recommended for identifying dementia patients[16-18]: Telephone Mini-Mental State Examination (T-MMSE), Telephone Montreal Cognitive Assessment (T-MoCA), Telephone Interview for Cognitive Status (TICS) and modified (TICSm), and Tele-Test-Your-Memory (Tele-TYM).

Objectives

To assess the validity of telephone cognitive screening tools for MCI and dementia, compared to traditional in-person assessments.

Methods

Inclusion/ exclusion criteria

Studies were included if: the titles and abstracts indicated the evaluation of one of the named telephone screening tools (above) including administration within a test battery or of a culturally modified version; and the telephone screen was validated against a named in-person cognitive assessment, within a maximum timescale of six-weeks in a minimum of 95% of patients (to avoid clinically significant cognitive deterioration between assessments). Assessments were limited to adults but not to specific healthcare setting or participant numbers. Studies requiring particular software, video or virtual reality, or app based were excluded.

Search methods

We searched six databases: Embase, Cochrane, MEDLINE, PubMed, Scopus, and Web of Science, between 31/01/21–02/02/21. This was limited to English language papers published post-1975 (when the MMSE was developed). The same search strategy (Appendix A) was utilised throughout, conducted by the same researcher.

Title/ abstract screening

Titles and abstracts were initially screened by the first author (CR), and a random 20% of papers were considered by a second and third author (KF, BM), there were no discrepancies between reviewers on decisions to exclude.

Full-Text review

Of the papers which met the title/ abstract screening 25% had a full-text review by a second author (KF) to establish whether they continued to meet criteria, there were no discrepancies.

Data extraction

Study data were extracted and tabulated by CR and cross-checked by KF and BM. Where data was missing authors were contacted. The following data was extracted from each study (Table 2):
Table 2.

Summary of included studies.

AuthorNumber of participantsRecruitmentAccuracy of Telephone screening
Telephone Interview for Cognitive Status (TICS) and modified versions (TICSm)
Zietemann et al. 22 105DEDEMAS studySensitivity = 73%Specificity = 61%*Cut-off 36 for MCI post stroke
Dal Forno et al. 29 109Outpatients with suspected cognitive impairmentSensitivity = 84%Specificity = 86%*Cut-off 28 for Alzheimer's disease
Konagaya et al. 30 135Memory clinicSensitivity 98.0%Specificity 90.7%*Cut-off 33 for Alzheimer's disease
Desmond et al. 33 72Stroke patientsSensitivity = 100%Specificity = 83%* Cut-off of <25 for dementia post stroke
Barber & Stott 39 64Stroke outpatientsSensitivity = 88%Specificity = 85%*Cut-off 28 for post stroke dementia (TICS)Sensitivity = 92%Specificity = 80%)*Cut-off 20 for post stroke dementia (TICSm)
Seo et al. 25 230Geriatric patients registered in early detection programme for dementiaSensitivity = 87.1%Specificity = 90.0%* Cut-off 24/5 for dementia (TICS) Sensitivity = 88.2%Specificity = 90.0%* Cut-off 23/4 for dementia (TICSm)
Cook et al. 27 71≥65 years olds in community with memory concernsSensitivity = 82.4%Specificity 87.0%*Cut-off 33/4 for amnestic MCI
Baccaro et al. 28 61Stroke mortality and morbidity study (EMMA study)Sensitivity = 91.5%Specificity = 71.4%*Cut-off 14/5 for cognitive impairment post-stroke
Vercambre et al. 32 120Etude epidemiologique de femmes de l’education nationaleSensitivity = 68%Specificity = 89%* Cut-off 30 for cognitive impairmentSensitivity = 86%Specificity = 60%* Cut-off 33 cognitive impairment
Graff-Radford et al. 37 128Community by ZIP codeSensitivity = 68%Specificity = 75%*Cut-off <31 for dementia
Duff et al. 38 123Community
Lines et al. 41 676PRAISE study
Telephone Mini-Mental State Examination (T-MMSE)
Naharci et al. 21 104Geriatric Outpatient ClinicSensitivity = 96.8%Specificity = 90.2%*Cut-off 22 for Alzheimer's disease
Camozzato et al. 23 133CommunitySensitivity = 95%Specificity = 84%*Cut-off 15 for Alzheimer's disease
Wong & Fong 26 65Acute regional hospitalSensitivity = 100%Specificity = 96.7%*Cut-off 16 for dementia
Newkirk et al. 31 46Alzheimer's Center
Metitieri et al. 34 104Alzheimer's unit
Roccaforte et al. 36 100Geriatric Assessment centreALFI-MMSE sensitivity = 67%; specificity =  100% (compared to in-person MMSE sensitivity = 68%; specificity = 100%)
Kennedy et al. 40 402University of Alabama Birmingham Study of Ageing II
Telephone Montreal Cognitive Assessment (T-MoCA)
Zietemann et al. 22 105DEDEMAS study (Determinants of Dementia After Stroke)Sensitivity = 81%Specificity = 73%* Cut off <19 for MCI post-stroke
Wong et al. 35 104STRIDE study
Tele-Test-Your-Memory (Tele-TYM)
Brown et al. 24 81Memory clinicOptimal cut-off at ≥43 for screening for cognitive impairmentSensitivity = 78%Specificity = 69%*Cut-off ≥43 for cognitive impairment
Author(s), date Sample size (included in study data analysis) Exclusion/ inclusion criteria Sample characteristics: age, educational level and sex (if provided) Telephone screening tool (including maximum score and language adaptations) The reference in-person diagnostic tool Time interval between screening and diagnostic tests Major findings Study limitations Summary of included studies.

Statistical analysis

Studies were categorised by screening tool. Subsequently their scoring system, baseline characteristics, diagnostic criteria and relevant cognitive condition were compared to minimise clinical baseline and study heterogeneity. The outcome measures - sensitivity, specificity, positive predictive value (PPV) and negative predictive value (NPV) - were extracted by study. Positive and negative likelihood ratios (LR) were calculated with fixed and random-effects models applied for comparison of heterogeneity. It was determined the studies were too heterogenous for meta-analysis.

Study quality

Quality and risk of bias were examined using an adapted and combined version of the Joanna Briggs Institute's critical appraisal tools. Checklists for diagnostic accuracy and cross-sectional studies were integrated for comprehensive analysis of quality (Appendix B).[19,20] Critical analysis was conducted from 06/02/21- 04/03/21, with a quality assessment table produced (Table 1).
Table 1.

Joanna briggs institute quality assessment table.

Selection biasConfoundersTest AccuracyPerformance/detection biasAttritionbias
12345678910
Naharci et al. 21
Zietemann et al. 22
Camozzato et al. 23
Brown et al. 24
Seo et al. 25
Wong & Fong 26
Cook et al. 27
Baccaro et al. 28
Dal Forno et al. 29
Konagaya et al. 30
Newkirk et al. 31
Vercambre et al. 32
Desmond et al. 33
Metitieri et al. 34
Wong et al. 35
Roccaforte et al. 36
Graff-Radford et al. 37
Duff et al. 38
Barber & Stott 39
Kennedy et al. 40
Lines et al. 41
Risk of biasLow risk of bias High risk of bias Unclear

Was a consecutive or random sample of patients enrolled?

Did the study avoid inappropriate exclusions?

Were confounding factors stated?

Were strategies to deal with confounding factors stated?

Is the reference standard likely to correctly classify the target conditions?

Was there an appropriate interval between index test and reference standard?

Did all patients receive the same reference standard?

Were the index test results interpreted without knowledge of the results of the reference standard?

Were the reference standard results interpreted without knowledge of the results of the index test?

Were all patients included in the analysis?

Joanna briggs institute quality assessment table. Was a consecutive or random sample of patients enrolled? Did the study avoid inappropriate exclusions? Were confounding factors stated? Were strategies to deal with confounding factors stated? Is the reference standard likely to correctly classify the target conditions? Was there an appropriate interval between index test and reference standard? Did all patients receive the same reference standard? Were the index test results interpreted without knowledge of the results of the reference standard? Were the reference standard results interpreted without knowledge of the results of the index test? Were all patients included in the analysis?

Results

Search results

The search strategy returned 1371 papers: 327 Embase, 447 Cochrane, 150 MEDLINE, 147 PubMed, 119 Scopus, and 181 Web of Science. Papers were checked for retractions (none). Removing duplicates, 770 studies remained. A further 20 papers were included from the recommendations of experts within Memory Assessment Services, and references from prominent papers. Subsequently, 790 records’ titles and abstracts were screened. 750 records were then excluded, not fulfilling criteria. Two other authors (KF and BM) checked 20% of these inclusions and exclusions and reported full agreement. Of the 40 included papers, 25% were also screened by a second examiner (KF) without disputation. Post full-text examination, a further 19 papers were excluded (Appendix C). Five papers had no in-person comparison test or diagnosis; nine were outside the time limit. Fourteen failed to mention a timescale between assessments; follow-up emails were sent, allowing three weeks to respond, resulting in exclusion of a further nine papers. Five responses were recorded, all meeting the six-week criteria. In total, 21 papers were included for data-analysis and synthesis.

Quality of included studies

The quality of the 21 studies was appraised using a modified Joanna Briggs Institute checklist (Appendix B); each received a score out of ten (Table 1). Two studies achieved the optimum score of 100%, the lowest being 60%. Eight were deemed to have inappropriate exclusions and consequently high-risk of selection bias. Lack of clarity was also found regarding detection bias, with 11 studies failing to comment on blinding of assessors.

Findings

Of the studies included post-full-text review, three exclusively considered the TICS; six the modified TICS; two both the TICS and TICSm; seven the T-MMSE; one exclusively the T-MoCA; one the Tele-TYM. One study evaluated both the TICS and T-MoCA. The tools were used to distinguish between a range of cognitive conditions. Four studies focussed on Mild Cognitive Impairment, nine on dementia (including Alzheimer's disease) and two considered both diagnoses. Five studies evaluated their use in detecting cognitive impairment post-stroke. One study examined unspecified cognitive impairment (Figure 1).
Figure 1.

PRISMA flow diagram (Moher et al. 2009).

A mean of 144 individuals participated in each study, the majority recording a mean participant age between 70–75 years old. Female participation was higher than male, and there was high variability in years of education. These three variables are considered confounders, with elderly female uneducated patients being most at-risk of dementia. Patients were recruited from several settings, nine studies enrolling patients from existing research, nine from hospital clinics and three using advertisements. The method for dementia diagnosis also varied. The majority used a well-established standard, such as The Diagnostic and Statistical Manual of Mental Disorders (DSM), or a neuropsychological testing battery. However, a small proportion referenced tests such as the MMSE as a ‘gold standard’, despite more limited accuracy. Follow-up time between screening and diagnostic tests varied, with the maximum falling at six-weeks and the minimum being the same-day; the majority (13 studies) occurred within a fortnight. PRISMA flow diagram (Moher et al. 2009).

Telephone Interview for Cognitive Status (TICS)

There is high variation between the six studies’ optimal cut-offs for dementia and MCI screening. For example three studies thresholds for dementia were 24/25, 28, and 33. The extent of this discrepancy is witnessed through Seo et al.'s cut-off for MCI (28/29), being less than Konagaya et al.'s dementia threshold of 33, despite lower scores indicating greater severity. This may be explained through differences in educational level, Konagaya et al.'s dementia sample having a mean education level >11 years - over double Seo et al.'s group.[25,30] It is understood that highly educated individuals perform better on cognitive assessments, and resultantly cut-off scores need not be as extreme. The TICS has been considered for identifying post-stroke MCI and dementia. Zietemann et al. reported a cut-off of 36 most appropriate for MCI detection post-stroke; with a corresponding specificity of 0.61 and PPV of 0.34, resulting in a high false-positive rate. In contrast, Barber & Stott and Desmond et al. used cut-off values of 28 and 25 respectively for dementia post-stroke.[33,39] Sensitivity was 0.88 and 1.00, and specificity 0.85 and 0.83 respectively. Desmond et al.'s ‘perfect’ sensitivity score exceeds the in-person MMSE result of 0.83, however the latter test has a better specificity and thus lower proportion of false-positive results.

Modified Telephone Interview for Cognitive Status (TICSm)

A modified 50-point version of the TICSm was examined by Cook et al. and Seo et al. which found,[25,27] at thresholds of 34 and 28/9, sensitivities of 82.4% and 73.3% respectively for identifying MCI. Similarly to above, Cook et al.'s mean years of education doubled Seo et al.'s study,[25,27] and again the thresholds are lower for Seo et al. Other modified versions of the TICS have been examined. Baccaro et al., maximum score of 39, considered validity of the TICSm in screening for unspecified cognitive impairment post-stroke. Using in-person MMSE as the reference standard the AUC was 0.89. In contrast, Vercambre et al., maximum score of 43, using the same reference standard, reported the TICSm outperformed the MMSE for MCI, probable and possible dementia screening with an AUC of 0.83 and 0.72 respectively.

Telephone Mini-Mental State Examination (T-MMSE)

There are two versions of the MMSE, the 26-point T-MMSE and the 22-point telephone Adult Lifestyles and Function Interview MMSE (ALFI-MMSE). The difference is the addition of a three-step instruction and recall of the patient's telephone number in the 26-point version. Naharci et al. and Wong et al. both examined the 26 point T-MMSE as a means of screening for Alzheimer's disease,[21,26] reporting high sensitivities of 96.8% and 100% respectively. The correlation between overall T-MMSE and in-person MMSE scores is significant, exceeding 0.85 in most studies, except Kennedy et al.'s moderate correlation of 0.688 (p < 0.001) in the 22 common questions. Looking less broadly, agreeability between remote and in-person assessments, comparing Kappa Coefficients, also varied considerably in the answers to specific test questions. For the ‘recall of apple’ test, a similar agreeability between the three studies of fair to moderate was recorded, with Kappa Coefficient ranging from <0.4 to 0.480.3140 However, in other domains there was high inter-study variation. For example, the ‘orientation - season’ question Kappa scores were fair (<0.4), substantial (0.770), and excellent (0.924). Poor agreement between in-person and telephone scores may indicate administrative or comprehensive problems with some questions.

Telephone Montreal Cognitive Assessment (T-MoCA)

Two papers examined the T-MoCA, both acknowledging its validity in identifying cognitive impairment post-stroke. They used alternative scoring systems, Wong et al. used a 5-min protocol consisting of 4 subtests rather than the longer 8 subtest tool utilised by Zietemann et al.[22,35] Zietemann et al.'s study encompassed participants from the ‘Determinants of Dementia After Stroke’ (DEDMAS) study and Wong et al. ‘Stroke Registry Investigating Cognitive Decline’ (STRIDE) participants.[22,35] The reported AUCs for identifying cognitive impairment post-stroke were excellent at 0.82 for MCI screening in Zietemann et al.'s study and acceptable at 0.78 for unspecified cognitive impairment in Wong et al.'s study.[22,35]

Telephone – Test – Your – Memory (Tele-TYM)

Brown et al. considered a telephone version of the TYM cognitive test. This is likely due to the self-administrative basis of the Test-Your-Memory screen, requiring patients to complete 10 written tasks on a double-sided worksheet, which arguably may not require telephone input. At the optimal cut-off point a sensitivity of 0.78 is achieved meaning 22% of patients with cognitive impairment are uncaptured by this screening technique.

Discussion

Remote screening for dementia or cognitive impairment is established, with approximately twenty cognitive telephone tests available in clinical settings. Telephone screening is considered useful for triage to Memory Assessment Services, particularly for people with access problems due to mobility problems or geographical isolation. This became important during the COVID pandemic to reduce disease transmission. This review focusses on five tools deemed appropriate for dementia screening in the community, and is the first to consider these assessments in parallel. Several studies compared the validity of telephone and in-person testing to determine if mode of administration influenced accuracy. Vercambre et al. reported a better AUC for the TICSm than the in-person MMSE. In comparison, Seo et al. found no significant difference in validity for the TICS and TICSm compared to the MMSE, achieving outstanding AUC for dementia screening of >0.9 for each test. This is supported by Dal Forno et al. who, despite finding a greater AUC for the MMSE than the TICS, found no significant difference in accuracy. Similarities in AUCs of telephone and in-person assessments are common within literature, indicating these methods may be used interchangeably without compromising accuracy. There is disagreement regarding whether patients perform better in-person or over the telephone. Newkirk et al. found participants had better MMSE scores by telephone, with Roccaforte et al. concluding the converse. In both these studies, higher scores were on subsequent tests, and thus learning-effects bias through repetition may be responsible. More recently, Camozzato et al. tested this theory in a Brazilian community sample by randomising the procedural order, finding in-person MMSE performance better. Roccaforte et al. analysed potential differences in telephone and in-person MMSE scores by subdividing individuals based on clinical dementia rating (CDR) score. They reported increasingly strong Pearson's correlation coefficients with greater impairment, between telephone and in-person administration. For example, at a CDR score of 0 (normal functioning) Pearson's r = 0.54, and a CDR of 2 (moderate dementia) r = 0.85. Wilson et al. also found differences associated with cognitive impairment severity. A battery of seven telephone cognitive tests was administered to 495 people from 18 Alzheimer's disease centres across the United States. After accounting for confounders, the study found no difference in scores within the dementia group, but marginal overestimation in the cognitively healthy group, due to ‘working memory’ scores. However, this was responsible for less than 1% variation in overall scores. This overestimation was also found in a study exploring the TICSm in healthy individuals. Hence, differences in the performance of telephone testing may be influenced by the setting and order of administration, in addition to cognitive status. Optimal cut-off scores are not exclusively influenced by specific cognitive conditions, but also by population demographics, contextual setting and an institution's organisational structure. A balance must be made between using high cut-offs and thus more false-positives (causing unnecessary distress, patient harm and financial burden), or low cut-offs with more false-negatives (resulting in under-diagnosis with subsequently more severe presentations). Hearing impairment is of consideration when determining whether allowances in telephone screening cut-off scores should be made, especially where comprehensive issues could usually be gauged through physical cues in-person. Several studies considered whether hearing impairment negatively influences telephone scores, with no general consensus reached. Roccaforte et al. found with that these patients had significantly lower scores (p < 0.05), approximately one-point less, on the T-MMSE. Naharci et al. similarly speculated that poorer cognitive performance on the Turkish version of the T-MMSE may have been due to auditory impairment. However, when Graff-Radford et al. incorporated phonetically alike responses into the marking criteria there was no significant difference in the TICSm scores. Thus, more evidence is required before concluding to what level, if at all, hearing impairment exacerbates or invalidates cognitive scores. This review found no definitive hierarchy for the validity of telephone tools. Therefore, other factors such as training, completion time, and patient/ practitioner preferences should be gauged. Telephone assessment is double-edged in regard to patient accessibility. For example, necessity of travel may disadvantage those with mobility issues, but reliance on technological competency and hearing may be challenging for others. Therefore, the offer of telephone screening should be evaluated case-by-case.

Strengths and weaknesses

There were some methodological limitations. The order and timing of tests may influence results for example those studies with fewer than 72 hours between index and reference standard,[23,39] risk participant learning-effect bias through memorisation of repeated questions. Of the 21 studies included for qualitative analysis, 15 failed to mention or apply blinding of assessors,[22,24-26,28-31,33,35,36,38-41] risking detection bias. Harsh exclusion criteria (e.g. Lines et al. excluded those taking certain hormone therapies), and those conducted in one region/ setting, limited generalisability to wider screening. The international coverage of this review meant there were cultural/ language modifications. All studies were conducted within secondary care settings (with high prevalence of cognitive impairment), for example Memory Assessment Services. This limits applicability to General Practice populations (with lower prevalence of cognitive impairment) but where most screening is conducted. Home assessments are not standardised, which risks participants ‘cheating’ (e.g. by writing down questions), albeit unintentionally, and thus more false-negative results. Several studies excluded people with hearing problems and language barriers, where telephone consulting is challenging. Lack of in-person contact risks some cognitive domains being unmeasured, such as motor skills, meaning some dementia subtypes, such as Parkinsonian dementia, are not effectively recorded. The exclusion criteria narrowed the volume of data, in particular the six-week time limit. This decision could have disproportionally impacted larger studies where shorter timescales are unfeasible, such as Manly et al.'s study which breached the six-week criteria but was otherwise strong. However, its inclusion would not have changed the conclusion that the TICS appears valid for dementia screening. Strengths of the review include a standardised search strategy for a range of electronic databases, facilitating reproducibility and accessing a wide scope of material. All papers used for qualitative analysis post-full-screen review were quality assessed, using pre-defined criteria, modelled from reputable Joanna Briggs Institute tools.[19,20] Therefore, individual study bias could be determined enabling contextualisation in analysis of results. Cross-validation was conducted by a second or third author at each stage of exclusion, preventing selection bias.

Conclusion

Telephone screening for MCI and dementia appears useful in clinical practice in combination with subsequent diagnostic tests. Compared to existing in-person screening tools, telephone cognitive assessments perform well, with similar validities. Neither modality appears superior at a population level; however, suitability must be considered individually. Most patients with dementia and cognitive impairment present in family practice and following screening are referred to specialist services. More quantitative research is required, looking at screening accuracy that focuses exclusively on this setting using larger sample sizes, with lower prevalence. Moreover, as patients often present to general practice with milder cognitive impairment, tools that can detect and distinguish these from dementia are important.
Step in strategySearch Query
1TITLE(Dement* OR “cognitive disorder” OR “cognitive impairment” OR Alzheimer*)
2ABSTRACT/TOPIC/TITLE(tele* OR remote OR phone OR virtual)
3ABSTRACT/TOPIC/TITLE(TICS OR “telephone interview for cognitive status” OR “MMSE” OR “T-MMSE” OR “mini-mental state exam*” OR “MoCA” OR “T-MoCA” OR “Montreal cognitive” OR “test* batter*” OR TYM OR “test your memory”)
4ABSTRACT/TOPIC/TITLE(“virtual reality” OR game OR monitor* OR rehab)
51 AND 2 AND 3
65 NOT 4
7LIMIT 6 TO ENGLISH LANGUAGE
StudyReason for exclusion
Baker et al. 49 Study did not record a time interval between in-person and telephone assessments.Absence of cognitive diagnosis with no comparison to a face-to-face assessment tool.
Beeri et al. 50 Study did not record a time interval between in-person and telephone assessments.
Benge & Kiselica 11 Study did not record a time interval between in-person and telephone assessments.
Bentvelzen et al. 51 More than a six-week time interval between in-person and telephone assessments
Crooks et al. 52 Study did not record a time interval between in-person and telephone assessments.
de Jager et al. 53 Study did not record a time interval between in-person and telephone assessments.Absence of cognitive diagnosis
Gallo & Breitner 54 Study did not record a time interval between in-person and telephone assessments.
Järvenpää et al. 9 More than a six-week time interval between in-person and telephone assessments
Kiddoe et al. 55 Study did not record a time interval between in-person and telephone assessments.
Knopman et al. 56 More than a six-week time interval between in-person and telephone assessments
Lacruz et al. 57 No comparison to a face-to-face assessment
Lindgren et al. 58 Absence of cognitive diagnosis with no comparison to a face-to-face assessment tool.Study did not record a time interval between in-person and telephone assessments.
Lipton et al. 59 More than a six-week time interval between in-person and telephone assessments
Manly et al. 48 More than a six-week time interval between in-person and telephone assessments
Muñoz-García et al. 60 More than a six-week time interval between in-person and telephone assessments
Pendlebury et al. 61 More than a six-week time interval between in-person and telephone assessments
Rankin et al. 62 More than a six-week time interval between in-person and telephone assessmentsAbsence of cognitive diagnosis
Welsh et al. 63 More than a six-week time interval between in-person and telephone assessments
Yaari et al. 64 Study did not record a time interval between in-person and telephone assessments.
Study: Author (date)Sample sizeExclusion/ Inclusion criteriaSample CharacteristicsScreening toolDiagnostic toolInterval between testsMajor findingsLimitations
Telephone Interview for Cognitive Status (TICS) and modified versions (TICSm)
Zietemann et al. 22 105Inclusion:

Acute stroke defined by acute focal neurological deficit with a lesion on MRI

Exclusion:

Existing dementia diagnosis

Summed score of >64 in the short version of the Informant Questionnaire on Cognitive Decline in the Elderly (IQCODE)

Diagnosed CNS disease (not including stroke)

Condition interfering with follow-up for example end stage malignancy

Missing language skills

Patients living >30km from centre

Patients transferred from an outside neurological department

Patients presenting with a stroke occurring more than 72hours ago

Presentation of: cerebral venous thrombosis, traumatic cerebral haemorrhage, intracerebral haemorrhage because of a known or image-guided assumed vascular malformation, pure subarachnoid, meningeal or intraventricular haemorrhage

Malignant disease with life expectancy less than three years

Contraindication for MRI

Participation in an interventional study

From the DEDEMAS study (Determinants of Dementia After Stroke)Mean age (years) = 69.4 (±9.0)Female (%) = 31.4<12 years of education (%) = 36.2TICS (maximum score 41)Clinical Dementia Rating (CDR)Comprehensive Neuropsychological Testing (CNT) – 18 cognitive tests2 weeksOptimum cut off for diagnosis of MCI post-stroke is at <36. At this cut-off using CNT as the reference standard, sensitivity = 73%; specificity = 61%; PPV = 34%, NPV = 89%Educational or mood disorder adjustments do not significantly influence AUC; justification for not adding on points for these patient groupsAUC for any MCI using CNT as the reference standard = 0.76 (95% CI 0.63–0.88)AUC for any MCI using CDR as the reference standard = 0.78 (95% CI 0.64–0.93)Considered a valid screening tool but should not be used alone for diagnosisSmall sample sizeHighly educated participants, with only 31.4% female may not be representative of the true populationHarsh exclusion criteria: acute neurological stroke within 5 days, available informantNo blinding mentioned
Dal Forno et al. 29 109Inclusion:

Diagnosis of probable AD dementia

Exclusion

Other dementias – vascular, fronto-temporal, mixed and MCI (data excluded from study)

Incomplete data

Recruited outpatients with suspected cognitive impairment undergoing neurological and neuro-psychological evaluation at the University Campus BioMedico Dementia Research Clinic between 2002 and 2004. Controls were cognitively healthy demographically matched individuals.Alzheimer's group (N = 45):Mean age (years) = 73.9 (± 8.8)Mean years of education = 7.9 (± 3.9)Female (%) = 62Controls (N = 64):Mean age (years) = 74.4 (± 8.1)Mean years of education = 7.5 (± 4.2)Female (%) = 64TICS (maximum score 41)Italian adaptationAll groups: MMSE, NINCDS-ADRDAAlzheimer's group:Physical and neurological examinationLaboratory testing to exclude treatable causes of dementiaNeuroimaging (CT/MRI)Electro-encephalographyComplete battery of neuropsychological tests – MMSE, 15 word Rey verbal learning test, Prose recall, Digit span (WAIS-R), Corsi test, Raven's progressive matrices 47, Phonological and semantic word fluency, Attentional matrices, Test for constructional apraxiaGeriatric Depression ScaleControl group:Clinical interview on medical and neurological historyAdditional information obtained by relative or spouseLess than 6 weeksOptimum cut-off score was 28 for Alzheimer's disease screening (sensitivity = 84%; specificity = 86%)The TICS correlates highly with the MMSE, with Pearson's r = 0.904AUC of the TICS according to NINCDS-ADRDA diagnosis = 0.894 (95% CI, 0.831–0.957)Internal consistency is high with Cronbach's alpha = 0.91Each month a decrease in 0.35 points could be expected (t = 2.664 p = 0.018) in AD patients.Small sample sizeNo confounder examination, for example regression analysisLoss to follow-up not explainedExcluded all other dementia types except Alzheimer's diseaseNo medical examination on the control group – cannot fully conclude they are cognitively ‘healthy’Unclear if blinding occurred
Konagaya et al. 30 135Inclusion:

Sufficient auditory function for telephone assessment

Specific inclusion criteria for the control group:

60 years or older

No acute or terminal conditions

Not taking drugs affecting cognitive function

Patients with Alzheimer's were recruited from the memory clinic of the National Hospital for geriatric medicine, the control group being urban residentsAlzheimer's group (N = 49):Mean age (years) = 75.2 (± 6.8)Mean years of education = 11.0 (± 3.0)Female (%) = 61Control group (N = 86):Mean age (years) = 74.3 (± 7.2)Mean years of education = 11.4 (± 2.2)Female (%) = 83TICS (maximum score 41)Japanese adaptationAll groups: MMSE and category fluency testAlzheimer's group:Diagnosis based on DSM-IV and NINCDS-ADRDAGeneral Medical examinationNeurological examinationLaboratory testsMRISPECTNeuropsychological examination2 weeksOptimal cut off for distinguishing between Alzheimer's and healthy individuals is 33 (sensitivity 98.0%; specificity 90.7%)The mean testing time for Alzheimer's disease patients was significantly longer (473.1 s ± 121.9) compared to the controls (328.8 s ± 60.4) p < 0.001Area under the curve for the TICS was 98.7%Test re-test reliability using ICC = 0.946 Same interviewer used for both face-to-face and telephone testing – no blindingRisk of selection bias as patients not randomly or consecutively recruitedNo limitations noted by the authors risks bias in presentation of resultsWell educated subjects with active social life, limits generalisabilityControl group did not receive battery of tests, cognitive impairment cannot be truly ruled outGender of participants significantly different between the two groups (p < 0.001)
Desmond et al. 33 72Not mentionedStroke group (N = 36):Mean age (years) = 72.3 (± 8.9)Mean years of education = 9.7 (± 4.7)Female (%) = 61.1White (%) = 25Primary language English (%) = 58.3 Control group (N = 36):Mean age (years) = 71.8 (± 6.8)Mean years of education = 13.1 (± 4.1)Female (%) = 75White (%) = 66.7Primary language English (%) = 83.3 TICS (maximum score 41)English or Spanish versionNeuropsychological and functional assessmentMMSE 1 weekAt a cut-off of <25 for diagnosing dementia after stroke the TICS sensitivity = 100%; specificity = 83%, in comparison to the MMSE sensitivity = 83%; specificity = 87%Only a moderate correlation between the TICS and MMSE in the control sample (r = 0.44, p = 0.008). High correlation in the stroke patients (r = 0.86, p < 0.001)Significant difference between education, race and primary language between the two groupsSmall sample sizeNo clear exclusion/ inclusion criteria – limits comparabilityNo blinding mentionedHighly educated patients limits generalisabilityCorrelation in the control sample only moderate – likely due to a ceiling effect
Barber & Stott 39 64Inclusion: • Suffered from an acute stroke (meeting the WHO definition) within the past six months Exclusion • Unable to complete the AMT for reasons of dysphasia or deafness • Refused to give written, informed consentStroke outpatients from the Cerebro Vascular Clinic or Geriatric Day HospitalMedian age (years) = 72 (range 63-80)Time from stroke onset to assessment (days) = 118 (range 84–142)TICS (maximum score 41) & TICSm (maximum score 50)R-CAMOG (cut off 33)Geriatric Depression ScaleRankin ScaleAbbreviated Mental Test ScoreSame dayUsing the R-CAMCOG cut off of 33, the Area Under the Curve for the TICS & TICSm = 0.94 for identifying post-stroke dementiaOptimal cut off for the TICS in screening for post-stroke dementia is at 28 (sensitivity = 88%; specificity = 85%), and for the TICSm is 20 (sensitivity = 92%; specificity = 80%)The R-CAMCOG and TICS/ TICSm scores are highly correlated, with Pearson's correlation coefficient of 0.833 (95% CI 0.74–0.90) for the TICS and 0.855 (95% CI 0.77–0.91) for the TICSm.Small sample sizeHalf of the subjects were from a Geriatric Day Hospital – potentially frail, elderly, with higher risk of cognitive impairmentVery few patients with severe cognitive impairmentR-CAMCOG used as a gold standard (sensitivity = 91%; specificity = 90%, at cut off 33), limited diagnostic qualityNo regression analysis performed for confounders, nor confounders such as sex statedNot blinded and only one observer used – high risk of detection biasTests performed on the same day, risk of learning effects bias with similar questions, attempt was made to counteract this by randomising the order
Seo et al. 25 230Inclusion:

Age 60–90 years old

Exclusion

Present serious medical, psychiatric, and neurological disorders that could affect the mental function

Evidence of focal brain lesions on MRI

Presence of severe behavioural or communication problems that would make a clinical examination difficult

Absence of a reliable informant

From a pool of geriatric patients registered in a nationwide programme for early detection and management of dementia in Seoul and six provincesMild Cognitive Impairment group (N = 75):Mean age (years) = 73.39 (± 5.75)Mean years of education = 6.79 (±4.33)Female (%) = 56.0aMCI (%) = 81.3Dementia group (N = 85):Mean age (years) = 75.00 (± 6.57)Mean years of education = 5.23 (±4.44)Female (%) = 60.0Possible Alzheimer's disease (%) = 75.3Cognitively normal group (N = 70):Mean age (years) = 70.03 (± 5.17)Mean years of education = 8.09 (±4.61)Female (%) = 58.6TICS (maximum score 41) & TICSm (maximum score 50)Korean adaptationDSM-IVCERAD clinical assessment battery - CDR, blessed dementia scale activities of daily living, Short blessed test, General Medical examination, neurological examination, laboratory tests, MRI, CTCognitive impairment assessments: word list memory, word list regal, word list recognition, constructional recall, verbal fluency, 15 item Boston naming test, constructional praxis. 4 weeksOptimal cut-off for cognitively normal vs dementia for the TICS is 24/25 (sensitivity = 87.1%; specificity = 90.0%) & for the TICSm is 23/24 (sensitivity = 88.2%; specificity = 90.0%)Optimal cut-off for cognitively normal vs MCI for the TICS is 28/29 (sensitivity = 69.3%; specificity = 68.6%) & for the TICSm is 28/29 (sensitivity = 73.3%; specificity = 67.1%)Optimal cut-off for MCI vs dementia for the TICS is 21/22 (sensitivity = 75.3%; specificity = 81.3%) & for the TICSm is 20/21 (sensitivity = 75.3%; specificity = 78.7%)No significant difference in the accuracy of dementia discrimination between the TICS and TICSm.Considered as valid as the MMSE for cognitive impairment screeningBoth the TICS and TICSm demonstrated excellent test re-test reliability with an intraclass correlation coefficient of 0.95 (p < 0.001), and high internal consistency with a Cronbach's alpha of 0.87Blinding not mentioned
Cook et al. 27 71Inclusion:

≥65 years old

Community dwelling older adults

Memory concerns

Exclusion:

History of neurological disease

History of drug or alcohol abuse

Current cancer treatment

Stroke/ heart attack within the last year

Non-MCI (N = 54):Mean age (years) = 74.3 (± 5.0)Mean years of education = 16.1 (± 2.6)Female (%) = 64.8White (%) = 92.6aMCI (N = 17): Mean age (years) = 77.0 (± 7.4)Mean years of education = 16.29 (± 3.1)Female (%) = 29.4White (%) = 94.1TICSm (maximum score 50)Clinical Dementia Rating (CDR)Neuropsychological battery -Hopkins verbal learning test revised.Rivermead behavioural memory test paragraph.Recall subtest.Brief visuospatial memory test.MMSENorth American Adult reading test.Boston naming test. Controlled oral word association test.Trailmaking tests part A and B.Everyday problems test.GDS.Center for epidemiological studies depression scale.Memory functioning questionnaire2 weeksOptimal cut-off score for detecting amnestic MCI is at 33/34 (sensitivity = 82.4%; specificity 87.0%; PPV = 66.7%; NPV = 94.0%)At a cut-off of 33/34 the AUC is 93.3% + SE 3.2%Splitting the sample into two groups based on those over and under 75 years old found that younger patients (<75) should have a higher cut off (36) than older (>75) patients (33) in detecting aMCISmall sample sizeHarsh exclusion criteria – risk of selection biasHighly educated sample which may not be generalisableLack of medical or neurological examination to rule out other causes of memory impairmentLevels of hearing issues in the sample not recorded, this affects ability to understand telephone test questionsSignificant difference between sex of the two groups p = 0.01
Baccaro et al. 28 61Inclusion:

Clinical diagnosis of ischaemic stroke/ haemorrhagic stroke/ TIA confirmed by neurologist and EMMA Principle Investigator

Diagnosis of stroke confirmed by imaging

≥35 years old

Understand/ speak portuguese

Exclusion:

Moderate to severe neurological acute disease

Alcohol/ substance abuse dependence

Aphasia or communication difficulties six months post stroke

Significant acute medical condition for example kidney failure

Recruited from the Stroke mortality and morbidity study (EMMA study)Cognitive impairment (N = 14):Mean age (years) = 69.6 (± 10.5)Female (%) = 57.1Education ≥ 11 years (%) = 21.4White (%) = 35.7No cognitive impairment (N = 47):Mean age (years) = 59.7 (± 11.9)Female (%) = 29.8Education ≥ 11 years (%) = 23.4White (%) = 46.8TICSm (maximum score 39)Brazilian – Portuguese translationMMSEHDRS scale for depressive symptomsRankin scale for functional disabilityTwo tests at 1 and 2 weeksOptimal cut-off point for screening for cognitive impairment post-stroke in comparison to the MMSE was 14/15 points (sensitivity = 91.5%; specificity = 71.4%)The AUC for the TICSm in detecting cognitive impairment post-stroke compared to the MMSE is 0.89 (95% CI 0.80–0.98)High internal consistency between scores, Cronbach alpha = 0.96Small sample sizeUnclear if blinding occurredLoss to follow-up not clearly explainedMMSE used as a ‘gold standard’ despite being limited in its diagnostic accuracyStroke severity not evaluated using National Stroke Association NIH stroke scaleEducational level statistically significantly different between the two groups (p < 0.001)
Vercambre et al. 32 120Inclusion

Participating in/ near Paris

Born between 1925 and 1930 (age 72-86)

Women only

Can speak/ understand French

Exclusion:

Hearing impairment

Participating in the etude epidemiologique de femmes de l’education nationaleCognitively normal (N = 92):Percentage of participants <80yrs (%) = 68Percentage of participants with less than 12 years of education (%) = 17Mild cognitive impairment (N = 18): baseline information not mentionedPossible/ probable dementia (N = 10): baseline information not mentionedTICSm (maximum score 43)French versionNeuropsychological examination - MMSE, FCSRT, Trailmaking test A and B, Clock drawing test, IADL, GDS, French picture naming test, Wechsler adult intelligence scale III2 weeksNo optimal cut off stated for identifying cognitive impairment. At a cut-off of 30 (sensitivity = 68%; specificity = 89%) and at a cut-off of 33 (sensitivity = 86%; specificity = 60%)TICSm outperformed the TICS and MMSE with higher sensitivity and specificity values for the majority of cut-off scores for cognitive impairment screeningSatisfactory internal consistency for the TICSm, Cronbach's alpha = 0.69Area under the curve of the TICSm compared to the gold standard classification was 0.83, this was higher than the TICS (0.78) and MMSE (0.72)Small sample sizeWomen only and highly educated limits generalisabilityLow response and completion rateLow prevalence of cognitive impairment
Graff-Radford et al. 37 128Inclusion:

≥85 years old

No family history of dementia

Fluent English speaker

No cognitive influencing medications

Sibling over 80 with normal memory for their age willing to partake

Exclusion:

Diagnosis of Parkinson's disease, stroke, epilepsy uncontrolled, Multiple Sclerosis, head injury, brain tumour, brain surgery, dementia, depression,

Taking cognitive enhancing meds

Impaired vision

MCI group (N = 8):Median age (years) = 86 (range 80-92)Median years of education = 16 (range 12-19)Female (%) = 50Cognitively normal (N = 120):Median age (years) = 86 (range 76-98)Median years of education = 13 (range 6-20)Female (%) = 5550% of participants had trouble hearing, 36% use a hearing aid, and 58% reported problems with hearing on the telephone testTICSm (maximum score 50)NINCDS-ADRDA criteriaWRAT-3 readingFree and Cued selective reminding testLogical memory I and IIBoston naming testControlled oral word association testCategory fluency testTrail making tests parts A and BDigit spanBlock design4 weeksThe ability of the TICSm to identify cognitively normal patients compared to healthy individuals is best at a cut-off of <31 (sensitivity = 68%; specificity = 75%; PPV = 98%; NPV = 13%)Hearing impairment was not an obstacle to administering the telephone screening tools (with 58% admitting hearing difficulties), as inclusion of phonetically similar responses on the delayed recall did not alter TICSm overall scoresSmall sample sizeHarsh exclusion criteria of variables that do not impact cognitive functioning for example those without a siblingNo strategies to deal with confounders noted, or statistical comparison of baseline characteristicsUsed for identifying people for a clinical trial and therefore is limited in its real world applicability for aMCI screening
Duff et al. 38 123Inclusion:

≥65 years old

Exclusion:

Significant history of major neurological or psychiatric illness

Current depression

TICSm score below 19

Community dwelling individualsaMCI group (N = 61):Mean age (years) = 82.43 (± 6.43)Mean years of education = 15.34 (± 2.82)Female (%) = 78.6Control group (N = 62):Mean age (years) = 77.18 (± 7.80)Mean years of education = 15.45 (± 2.57)Female (%) = 80.6TICSm (maximum score 50)Brief clinical interviewRepeatable Battery for the Assessment of Neuropsychological Status (RBANS) form AWide Range Achievement Test-3 (WRAT-3)Geriatric Depression ScaleSymbol digit modalities testHopkins verbal learning test revisedBrief visuospatial memory test-revised (BVMT-R)Controlled oral word association testAnimal fluencyModified MMSE spatial and temporal itemsTrailmaking test parts A and B1-3 weeksMean difference in the scores of the aMCI and control groups had a large effect size, with Cohen's d >0.8Memory factor best discriminates between aMCI and healthy subjects (immediate/ delayed recall and serial 7's tests on the TICSm most effective)Small sampleAge is significantly different between the aMCI and control groupsExcluded those with more severe cognitive impairment (≥19)Exclusively Caucasian – limits generalisabilityNo neuroimaging ot lab work for diagnosis, can't fully exclude other aetiologies for impairment or that the control group is truly ‘healthy’Blinding not mentioned – risk of detection bias
Lines et al. 41 676Inclusion

Memory complaints

≥65 years old

No dementia diagnosis

Education from 8th grade onwards

Informant to accompany subject to clinic visits

Exclusion:

Regular oestrogen, steroids, Raloxifene, Heparin, Ticlopidine, Donepezil, Tacrine use

Concomitant neurological, psychiatric, liver, gastrointestinal, coronary artery disease

Inability to hear sufficiently well to comply with testing

Category fluency test to exclude subjects who were ‘too well’ (score of ≥14 in animal naming test and ≥25 on animals plus fruits)

mTICS to exclude those who performed too well/ poorly <19 or >38

MMSE (<24 excluded due to dementia)

RAVLT (≤37 score required)

Global CDR score 0.5, with at least 0.5 on the memory domain

Blessed dementia rating scale score >3.5

Patients taking part in the PRAISE studyaMCI group (N = 324):Mean Age (years) = 76 (range 64-93)Female (%) = 33Family history of Alzheimer's disease (%) = 25Non-aMCI group (N = 352):Mean Age (years) = 74 (range 64-90)Female (%) = 44Family history of Alzheimer's disease (%) = 25TICSm (maximum score 50)Category fluency testMMSERAVLTClinical Dementia RatingBlessed Dementia Rating ScaleWithin 6 weeksMemory score is most significant (p < 0.05) in clinical determination of aMCI, with the delayed recall section being most discriminativeFor identifying patients for inclusion in a trial so not necessarily generalisable to a clinical screeningHarsh exclusion criteria from the PRAISE study limited sample sizeBlinding not mentioned
Telephone Mini-Mental State Examination (T-MMSE)
Naharci et al. 21 104Inclusion:

≥65 years old

Alzheimer's disease group inclusion:

CDR score 1 or 2, MMSE score between 10 and 23, Geriatric Depression Score <6

Control group inclusion:

No cognitive impairment, CDR 0, living independently, not taking drugs affecting cognitive functioning

Exclusion:

Hearing or visual deficits

Non-Alzheimer's disease dementia

Delirium patients

Medically unstable patients

Bedridden or in wheelchair

Patients with incomplete data

Recruited people visiting the Geriatric Outpatient Clinic of the University of Health Sciences in AnkaraAlzheimer's disease group (N = 63):Mean age (years) = 81.2 (± 6.0)Mean years of education = 5.6 (± 4.2)Female (%) = 60.3Hearing aid use (%) = 20.6Control group (N = 41):Mean age (years) = 75.2 (± 6.3)Mean years of education = 6.6 (± 3.9)Female (%) = 68.3Hearing aid use (%) = 4.9T-CogS (Turkish adaptation of the 26 point ALFI-MMSE)DSM-V and National Institute On Ageing And The Alzheimer's Association CriteriaNeuropsychological tests - MMSE, clock drawing test, Clinician Dementia Rating, Instrumental Activities Of Daily Living,Clinical historyBrain imagingCDR score of 1 or 2MMSE score between 10-23GDS score <63 daysOptimal cut-off of 22 given for detecting Alzheimer's disease vs controls (sensitivity = 96.8%; specificity = 90.2%; PPV = 93.9%, NPV = 94.9%)Internal consistency in scoring was acceptable, with a Cronbach's alpha score os 0.763Test-retest reliability conducted 4 weeks after the initial telephone call was excellent with a value of 0.990 (95% CI 0.985-0.993)Small sample sizeSignificant differences in age and hearing aid use between control and Alzheimer's disease groups, with these variables being greater in the latter groupUnclear whether the recruitment of patients was consecutive or selectiveHarsh exclusion critera
Camozzato et al. 23 133Inclusion:

≥60 years old

Catchment area of the Hospital de Clinicas de Porto Alegre

Exclusion:

Failed whispered voice screening test

History of deafness

Hearing impairment complaint

MMSE score ≤10

Severe dementia

Alzheimer's disease with preexisting psychiatric conditions and with severe clinical comorbidities

Community sample from a Southern Brazilian CityAlzheimer's disease group (N = 66):Mean age (years) = 73.9Mean years of education = 5.00Female (%) = 54.5Control group (N = 67):Mean age (years) = 71.4Mean years of education = 5.28Female (%) = 64.2Braztel-MMSE (Brazilian version of the T-MMSE, maximum score 22)NINCDS-ADRDA criteria used for Alzheimer's disease diagnosisBlessed information memory concentration testClinical Dementia RatingThose with CDR 0.5, performed below expectation on testing and had a history consistent with AD were referred for neuroimaging and blood tests2-3 daysOptimal cut-off for distinguishing between healthy controls and Alzheimer's patients is 15 (sensitivity = 95%; specificity = 84%; PPV = 85%; NPV = 93%)T-MMSE strongly correlated with the MMSE (r = 0.92, p = 0.01)Test-retest reliability for the T-MMSE was strong r = 0.92Participants performed slightly better on the in-person MMSE- this may be due to better capability in answering questions, familiarity with consultation style, visual cluesSample population of low educational level, which impacts cognitive test scoring and may limit generalisabilityNo reasoning for loss to follow-up givenExcluded those with hearing complaints or severe dementia 
Wong & Fong 26 65Inclusion:

65–95 years old

Medically stable

Fluent in Cantonese

No hearing impairment

Exclusion:

Head injuries

Brain tumour

Acute delirium

Psychiatric illness

Those taking medications that affect cognitive function

Recruited from an acute regional hospital in Hong KongDementia group (N = 34):Mean age (years) = 74.1 (±7.2)Mean years of education = 3.1 (±3.5)Female (%) = 61.8Control group (N = 31):Mean age (years) = 81.2 (±7.0)Mean years of education = 1.8 (±2.9)Female (%) = 58.1T-CMMSE (Cantonese version of the MMSE, maximum score 26)Diagnosed according to DSM-IVCMMSE1 weekOptimal cut-off for the T-MMSE in screening for dementia is 16 (sensitivity = 100%; specificity = 96.7%)Strong correlation between the in-person MMSE and the T-MMSE, with Pearson's correlation coefficient of 0.991 (p < 0.001)High inter- and intra-rater reliability, with an ICC of 0.99Small sample sizeStatistically significant difference between the ages of individuals in the two groupsVery low number of patients with severe dementiaConvenience sampling used which risks selection biasPrinciple investigator was one of the assessors, risk of detection bias, this is further amplified through lack of blinding of assessors
Newkirk et al. 31 46Inclusion:

56-88 years old

In person MMSE ≥5

Caregiver willing to participate

Alzheimer's disease

Recruited from Stanford / VA Alzheimer's CenterMean age (years) = 76.5Percentage of individuals with >12 years education (%) = 71.7Female (%) = 52.2White (%) = 87.0More than a third of participants reported hearing impairmentT-MMSE (maximum 26 points)NINCDS-ADRDA criteriaMMSEWithin 35 daysTMMSE correlated strongly with the MMSE (r = 0.88 p < 0.001) for total scores in the Alzheimer's disease patientsParticipants performed slightly better on the telephone versionHearing impairment and level of education did not significantly affect telephone score. More than one third of patients reported hearing difficulties.Substantial agreement in the scoring of the MMSE and T-MMSE for the categories year, month, name watch, with a kappa coefficient of 0.61-0.8Small sample sizeNo blinding, assessor “familiar with patient”Mainly a white, highly educated cohort, limits generalisabilityLoss to follow-up lacks explanation
Metitieri et al. 34 104Exclusion:

Deafness

Severe aphasia

Acute conditions

Advanced dementia

Recruited from the Alzheimer's unit at the IRCCS San Giovanni de DioMean age (years) = 77.2 (±8.1)Mean years of education = 5.2 (±2.3)Female (%) = 76Probable Alzheimer's disease = 50%, vascular dementia = 25%Itel-MMSE (Italian version of the T-MMSE, maximum score 22)Known diagnosisClinical Dementia RatingMMSE1 weekInter-rater reliability high = 0.82–0.90High test re-test reliability = 0.90-0.95Small sample sizeInpatients which limits generalisabilityStudy failed to record any of its own limitations, bias in presentation of findingsAll Alzheimer's disease patients, no cognitively healthy participants
Roccaforte et al. 36 100Inclusion:

Community based patients

Recruited by attendance to the University of Nebraska Geriatric Assessment centreMean age (years) = 79Mean years of education = 11.5Female (%) = 76White (%) = 95Approximately 50% of participants experienced hearing difficultiesALFI-MMSE (maximum 22 points)DSMIIIClinical Dementia RatingExtensive historyPhysical examinationPertinent laboratory and radiologic studiesCompletion of cognitive status, functional status and mood measuresMMSEBrief neuropsychological screening test (BNPS) - Trail making A, word fluency, Wechsler memory scale mental control and logical memoryMean of 8.7 daysNo significant differences in the scores of the 22 items of the in-person and T-MMSE, with a trend towards higher in-clinic scoresRelative to the brief neuropsychological screening test the ALFI-MMSE had a sensitivity = 67%; specificity = 100%, compared to the in-person MMSE with a sensitivity = 68%; specificity = 100%Strong correlation in scores between the same 22 questions on the telephone and in-person MMSE(r = 0.85, p < 0.0001)Lower score for the ALFI-MMSE compared to the in-person MMSE for the same 22 items (14.6 for the ALFI-MMSE and 15.1 for the MMSE)Hearing impairment patients reported significantly lower scores on the ALFI-MMSESmall sample sizeLow response rate (62%)No clear exclusion criteria notedReason for participant loss not givenConfounder strategy not statedBlinding not mentioned
Kennedy et al. 40 402Inclusion:

African American and non-Hispanic white adults

≥75 years old

Living independently in the community

Able to schedule study appointments and answer questions by themselves

Participants of the University of Alabama Birmingham Study of Ageing IIMean age (years) = 81.6 (±4.8)Percentage of college graduates (%) = 10Female (%) = 58Caucasian (%) = 65T-MMSE (maximum 22 points)Diagnosis in medical records/ patient has been told they have dementiaMMSESix item screenInstrumental activities of daily living(95%) within 6 weeksFor the 22 common questions in the T-MMSE and the MMSE there was 0.688 (p < 0.001) correlation in scoresThe Area Under the Curve for the T-MMSE in classifying dementia was 0.73Higher internal consistency for the telephone version compared to the in-person MMSE, with Cronbach alpha scores of 0.845 and 0.763 respectivelyProcess of identifying dementia may lead to under-reporting (especially in milder forms)Very small proportion of participants have a dementia diagnosisLimited variation in race – Caucasians and African AmericansBlinding not mentioned
Telephone Montreal Cognitive Assessment (T-MoCA)
Zietemann et al. 22 105Inclusion:

Acute stroke defined by acute focal neurological deficit with a lesion on MRI

Exclusion:

Existing dementia diagnosis

Summed score of >64 in the short version of the Informant Questionnaire on Cognitive Decline in the Elderly (IQCODE)

Diagnosed CNS disease (not including stroke)

Condition interfering with follow-up for example end stage malignancy

Missing language skills

Patients living >30km from centre

Patients transferred from an outside neurological department

Patients presenting with a stroke occurring more than 72 hours ago

Presentation of: cerebral venous thrombosis, traumatic cerebral haemorrhage, intracerebral haemorrhage because of a known or image-guided assumed vascular malformation, pure subarachnoid, meningeal or intraventricular haemorrhage

Malignant disease with life expectancy <3 years

Contraindication for MRI

Participation in an interventional study

From the DEDEMAS study (Determinants of Dementia After Stroke)Mean age (years) = 69.4 (±9.0)Female (%) = 31.4<12 years of education (%) = 36.2T-MoCA (maximum score 22)Clinical Dementia Rating (CDR)Comprehensive Neuropsychological Testing (CNT) – 18 cognitive tests2 weeksOptimum cut off for diagnosis of MCI post-stroke is at <19. At this cut-off using CNT as the reference standard, sensitivity = 81%; specificity = 73%; PPV = 45%, NPV = 94%Educational or mood disorder adjustments do not significantly influence AUC; justification for not adding on points for these patient groupsAUC for any MCI using CNT as the reference standard = 0.82 (95% CI 0.71-0.94)AUC for any MCI using CDR as the reference standard = 0.73 (95% CI 0.59-0.87)Considered a valid screening tool but should not be used alone for diagnosisSmall sample sizeHighly educated participants, with only 31.4% female may not be representative of the true populationHarsh exclusion criteriaNo blinding mentioned
Wong et al. 35 104Inclusion:

Stroke/ TIA patients

Exclusion:

Pre-stroke dementia

Moderate to severe dementia patients (CDR ≥2)

Inadequate sensorimotor and language capacity

Participants from the STRIDE studyCognitively impaired group (N = 51):Mean age (years) = 70.8 (±9.2)Mean years of education (years) = 6.0 (±4.5)Female (%) = 37Cognitively normal group (N = 53):Mean age (years) = 68.9 (±10.1)Mean years of education (years) = 6.3 (±4.4)Female (%) = 51T-MoCA 5 min protocol (maximum score 30) Cantonese versionMMSEClinical Dementia RatingMoCA4 weeksScores were on average 1.8 points higher on the T-MoCA 5 min protocol than on the in-person MoCAThe T-MoCA 5 min protocol Area Under the Curve was 0.78 compared to 0.74 for the in-person MoCA for assessing cognitive impairment after strokeThe test-retest reliability was 0.89 (p < 0.001) for the T-MoCA, with an internal consistency measure using Cronbach's alpha of 0.79Small sample sizeParticipants had pre-exposure to MoCA and the order was not counter-balanced, risks learning effect biasNo patients with severe dementia includedUnclear whether blinding occurredFrom an existing study which has inclusion/ exclusion criteria that may not be generalisable to the whole patient population
Tele-Test-Your-Memory (Tele-TYM)
Brown et al. 24 81Exclusion:

Parkinson's disease

History of stroke

Epilepsy

Recruited patients due to be seen at a specialised memory clinicOrganic dementia/ MCI group (N = 38):Mean age (years) = 69.7Subjective memory complaints group (N = 43):Mean age (years) = 60.5Tele-TYM (maximum score 50)Addenbrooke's cognitive examination (ACE-R)MMSEImaging2 weeksOptimal cut-off at ≥43 for screening for cognitive impairment (sensitivity = 78%; specificity = 69%)Strong correlation between scores of the telephone-TYM and in-person ACE-R, with r = 0.83 for organic cognitive impairment and r = 0.60 subjective memory complaintsUnclear recruitment strategyHarsh exclusion criteriaUnclear if blinding occurred, which risks detection biasConfounders not stated limits comparability between groups and reproducibilityFailed to reflect on any limitations of the study
  48 in total

Review 1.  A systematic review of the reliability of screening for cognitive impairment in older adults by use of standardised assessment tools administered via the telephone.

Authors:  Melinda Martin-Khan; Richard Wootton; Len Gray
Journal:  J Telemed Telecare       Date:  2010-10-28       Impact factor: 6.184

2.  Validation of a telephone version of the mini-mental state examination.

Authors:  W H Roccaforte; W J Burke; B L Bayer; S P Wengel
Journal:  J Am Geriatr Soc       Date:  1992-07       Impact factor: 5.562

3.  Evaluating brief cognitive impairment screening instruments among African Americans.

Authors:  Jared M Kiddoe; Keith E Whitfield; Ross Andel; Christopher L Edwards
Journal:  Aging Ment Health       Date:  2008-07       Impact factor: 3.658

4.  Validation of a telephone screening test for Alzheimer's disease.

Authors:  Ana Luiza Camozzato; Renata Kochhann; Claudia Godinho; Amanda Costa; Marcia L Chaves
Journal:  Neuropsychol Dev Cogn B Aging Neuropsychol Cogn       Date:  2010-11-25

5.  Correlation analysis of the in-clinic and telephone batteries from the AREDS cognitive function ancillary study. AREDS Report No. 15.

Authors:  Molly W Rankin; Traci E Clemons; Wendy L McBee
Journal:  Ophthalmic Epidemiol       Date:  2005-08       Impact factor: 1.648

6.  Validity of the Telephone Interview for Cognitive Status (TICS) in post-stroke subjects.

Authors:  Mark Barber; David J Stott
Journal:  Int J Geriatr Psychiatry       Date:  2004-01       Impact factor: 3.485

7.  Rapid communication: Preliminary validation of a telephone adapted Montreal Cognitive Assessment for the identification of mild cognitive impairment in Parkinson's disease.

Authors:  Jared F Benge; Andrew M Kiselica
Journal:  Clin Neuropsychol       Date:  2020-08-11       Impact factor: 3.535

8.  Telephone consulting in primary care: a triangulated qualitative study of patients and providers.

Authors:  Brian McKinstry; Philip Watson; Hilary Pinnock; David Heaney; Aziz Sheikh
Journal:  Br J Gen Pract       Date:  2009-06       Impact factor: 5.386

9.  Telephone assessment of cognition after transient ischemic attack and stroke: modified telephone interview of cognitive status and telephone Montreal Cognitive Assessment versus face-to-face Montreal Cognitive Assessment and neuropsychological battery.

Authors:  Sarah T Pendlebury; Sarah J V Welch; Fiona C Cuthbertson; Jose Mariz; Ziyah Mehta; Peter M Rothwell
Journal:  Stroke       Date:  2012-11-08       Impact factor: 7.914

10.  The Protective Impact of Telemedicine on Persons With Dementia and Their Caregivers During the COVID-19 Pandemic.

Authors:  Frank Ho-Yin Lai; Elaine Wai-Hung Yan; Kathy Ka-Ying Yu; Wing-Sze Tsui; Daniel Ting-Hoi Chan; Benjamin K Yee
Journal:  Am J Geriatr Psychiatry       Date:  2020-08-08       Impact factor: 4.105

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