The Expert Consensus Guidelines™:
Treatment of Bipolar Disorder

Editors: David A. Kahn, MD, Daniel Carpenter, PhD, John P. Docherty, MD, Allen Frances, MD

CONTENTS:

  • Expert Consensus Panel
  • Preface
  • How To Use The Guidelines
  • Executive Summary
  • First Line Treatments by Clinical Situation
  • First Line Somatic Treatments
  • Treatment Selection Algorithm
  • GUIDELINES

  • ACUTE TREATMENT OF MANIC, MIXED, AND HYPOMANIC EPISODES
  • Guideline 1: Selecting a Mood Stabilizer
  • Guideline 2: Selecting Adjunctive Medication for Psychosis, Agitation, and Insomnia
  • Guideline 3: Inadequate Response to First Line Treatment
  • ACUTE TREATMENT OF MAJOR DEPRESSIVE EPISODES IN BIPOLAR DISORDER
  • Guideline 4: Selecting an Overall Strategy
  • Guideline 5: Selecting Specific Medications
  • Guideline 6: Inadequate Response to First Line Treatment
  • CONTINUATION AND MAINTENANCE TREATMENT
  • Guideline 7: Selecting Medications
  • GENERAL ISSUES FOR ALL PHASES OF TREATMENT
  • Guideline 8: Selecting the Level of Care
  • Guideline 9: Selecting Psychosocial Interventions
  • Guideline 10: Medical Evaluation and Ongoing Monitoring
  • Guideline 11: Selecting Treatments for Patients Who Have Had Antidepressant-Induced Mania
  • Guideline 12: Mood Stabilizers for Patients at Risk for Medical Complications
  • APPENDIX: Doses and Side Effects of Commonly Used Medications
  • SUGGESTED READINGS
  • SURVEY RESULTS

  • HOW TO READ THE SURVEY RESULTS
  • EXPERT SURVEY RESULTS AND GUIDELINE REFERENCES
  • PATIENT-FAMILY HANDOUT

    Un Guia Para Los Pacientes y las Familias


    The Expert Consensus Panel:

    The following participants in the Expert Consensus Survey were identified from several sources: recent research publications and funded grants, the DSM-IV advisers for mood disorders, the Task Force for the APA Practice Guideline for the Treatment of Patients with Bipolar Disorder, and those who have worked on other mood disorder guidelines. Of the 68 experts to whom we sent the bipolar disorder survey, 61 (90%) replied. The recommendations in the guidelines reflect the aggregate opinions of the experts and do not necessarily reflect the opinion of each individual on each question.

    Lori Altshuler, MD
    University of California, Los Angeles

    Gregory Asnis, MD
    Albert Einstein College of Medicine

    Ross Baldessarini, MD
    Harvard Medical School

    James C. Ballenger, MD
    Medical University of South Carolina

    Mark S. Bauer, MD
    Brown University

    Charles L. Bowden, MD
    Univ. of Texas Health Sciences Center, San Antonio

    Joseph R. Calabrese, MD
    Case Western Reserve University

    Bernard G. Carroll, MD
    Duke University

    Dennis S. Charney, MD
    Yale University

    Bruce M. Cohen, MD
    Harvard Medical School

    William H. Coryell, MD
    University of Iowa College of Medicine

    Jonathan Davidson, MD
    Duke University

    John M. Davis, MD
    University of Illinois

    Joseph Deltito, MD
    Cornell University Medical College

    Steven C. Dilsaver, MD
    West Texas Behavioral Health System

    Steven Dubovsky, MD
    University of Colorado

    David L. Dunner, MD
    University of Washington Medical Center

    Dwight Evans, MD
    University of Florida

    Max Fink, MD
    State University of NY, Stony Brook

    Leslie Forman, MD
    Duke University

    Peter L. Forster, MD
    Alameda County Medical Center

    Ellen Frank, Ph.D.
    Western Psychiatric Institute, Pittsburgh

    Alan J. Gelenberg, MD
    Univ. of Arizona Health Sciences Center

    Robert H. Gerner, MD
    University of California, Los Angeles

    Robert N. Golden, MD
    University of North Carolina

    Paul J. Goodnick, MD
    University of Miami

    Jack Gorman, MD
    Columbia University

    John H. Greist, MD
    Dean Foundation, Madison, WI

    Robert M. A. Hirschfeld, MD
    Univ of Texas Medical Branch, Galveston

    Philip G. Janicak, MD
    Illinois State Psychiatric Institute

    James W. Jefferson, MD
    Dean Foundation, Madison, WI

    Paul E. Keck, MD
    University of Cincinnati

    Donald F. Klein, MD
    Columbia University

    James H. Kocsis, MD
    Cornell University Medical College

    Ranga Krishnan, MD
    Duke University

    David J. Kupfer, MD
    Western Psychiatric Institute, Pittsburgh

    Robert H. Lenox, MD
    University of Florida

    Michael Liebowitz, MD
    Columbia University

    J. John Mann, MD
    Columbia University

    Patrick J. McGrath, MD
    Columbia University

    Charles B. Nemeroff, MD
    Emory University

    Barbara Parry, MD
    University of California, San Diego

    Frederic Petty, MD
    Univ. of Texas Southwestern Med.Ctr., Dallas

    Harrison Pope, MD
    Harvard Medical School

    Robert M. Post, MD
    National Institute of Mental Health

    Frederic Quitkin, MD
    Columbia University

    S. Craig Risch, MD
    Medical University of South Carolina

    Jerrold F. Rosenbaum, MD
    Harvard Medical School

    Norman E. Rosenthal, MD
    National Institute of Mental Health

    David R. Rubinow, MD
    National Institute of Mental Health

    A. John Rush, MD
    Univ. of Texas Southwestern Med.Ctr., Dallas

    Gary Sachs, MD
    Harvard Medical School

    Carl Salzman, MD
    Harvard Medical School

    David A. Solomon, MD
    Brown University

    Jonathan W. Stewart, MD
    Columbia University

    Peter E. Stokes, MD
    Cornell University Medical College

    Andrew L. Stoll, MD
    Harvard Medical School

    Alan C. Swann, MD
    Univ. of Texas Health Sci. Ctr., Houston

    Michael E. Thase, MD
    Western Psychiatric Institute, Pittsburgh

    Mauricio Tohen, MD
    Harvard Medical School

    Peter C. Whybrow, MD
    University of Pennsylvania

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    Guideline 1: Selecting a Mood Stabilizer for Acute Phase Treatment of Manic, Mixed, and Hypomanic Episodes

    1. Mood Stabilizers for Manic, Mixed, and Hypomanic Episodes

    (Bold italics = treatment of choice)

    Summary: For patients with classic, euphoric mania, the experts recommend lithium as the treatment of choice, with valproate also a first line choice.1 Valproate is the treatment of choice for mixed episodes, for mania with dysphoric mood, and for mania in a patient with rapid cycling. Carbamazepine is a first line alternative for mixed episodes and for rapid cycling. Lithium is also a first line alternative for mixed episodes.2

    Clinical Features Euphoric mood or "classic" mania3 Mixed episode or dysphoric mood4 Rapid cycling5
    Treatment of choice Lithium Valproate Valproate
    First line: appropriate to use instead of treatment of choice, if preferred based on side effect profile, prior treatment history, etc. Valproate Lithium

    or

    Carbamazepine

    Carbamazepine
    Top-tier second line alternatives Carbamazepine

    or

    Lithium + valproate

    Lithium + valproate Lithium + valproate

    or

    Lithium

    or

    Lithium + carbamazepine

    Further recommendations: When rapid stabilization is required for severe mania, valproate is the first line choice. Therapeutic blood levels of valproate can be achieved quickly through a loading dose strategy (20 mg/kg/day).6 The Appendix (see p. 40) provides more detailed information on adequate dosing of mood stabilizers.

    Notes: 1 Question 1 3 Questions 1 and 10 3 Questions 3 and 10
      2 Questions 2 and 3 4 Questions 2 and 10 6 Question 9

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    Guideline 2: Selecting Adjunctive Medication for Psychosis, Agitation, and Insomnia in Manic, Mixed, and Hypomanic Episodes

    2. Adjunctive Medication in Manic, Mixed, and Hypomanic Episodes

    Summary: Mood stabilizers often require several weeks to take effect. During this interim, adjunctive antipsychotics and/or benzodiazepines may be necessary, particularly if the patient has psychotic symptoms, agitation, or insomnia. Moreover, during a manic episode, patients sometimes refuse or cannot safely take mood stabilizers and may initially require treatment with adjunctive medications alone, by mouth or injection. While recommending adjunctive medications, the experts also emphasize the importance of insuring that there is an adequate dose of the mood stabilizer.7

    Clinical features Mania with psychosis11 Severe mania without psychosis12 Hypomania13
    Therapeutic goal Control psychosis

    Induce sleep and sedation

    Induce sleep and sedation Induce sleep and sedation
    First line Add a high or medium potency antipsychotic to the mood stabilizer. A benzodiazepine may be added to the antipsychotic and mood stabilizer for further sedation. Add a benzodiazepine to the mood stabilizer. Add a benzodiazepine to the mood stabilizer.
    Other alternatives Switch to a low potency antipsychotic (e.g., chlorpromazine) for added sedation.14 Add a high or medium potency antipsychotic to the mood stabilizer and benzodiazepine. Add a high or medium potency antipsychotic. This is rarely needed but sometimes helpful.15
    Notes: 7 Questions 5 and 6 10 Questions 5 and 6 13 Question 6
     

    8 Question 7

    11 Question 4

    14 Question 7

      9 Question 4 12 Question 5 15 Questions 6 and 8

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    Guideline 3: Inadequate Response to First Line Treatment of Manic, Mixed, and Hypomanic Episodes

    Editors' note: In patients not responding adequately to the initial treatment plan, clinicians can change the mood stabilizer regimen and/or change the adjunctive medication, or try other treatments. The sequencing or blending of these steps depends on the specifics of the situation and requires clinical judgment. Accordingly, the recommendations are divided into two tables which can be considered in tandem. Table 3A presents the experts' recommendations for subsequent choice of mood stabilizers in treatment-resistant patients. Table 3B presents other alternatives to consider for treatment-resistant patients. We also suggest that clinicians reassess the treatment-resistant patient to insure the accuracy of the diagnosis, to determine whether there are problems with compliance or substance use or abuse, and whether comorbid psychiatric and general medical disorders are present.

    3A. Subsequent Choice of Mood Stabilizers in Treatment-Resistant Manic, Mixed, and Hypomanic Episodes

    (Bold italics = treatment of choice)

    Summary: The experts made different recommendations for patients with partial response as opposed to no response to the initial treatment. In patients with a partial response, the usual approach is to add a second mood stabilizer rather than switching medication. In patients with no response, the experts recommend adding or switching to a second mood stabilizer. Valproate is the first line choice to replace or add to lithium, and lithium is the first line choice to replace or add to either valproate or carbamazepine.16

    Initial treatment Lithium Valproate Carbamazepine
    Response None17 Partial18 None19 Partial20 None21 Partial22
    Suggested change Switch to valproate

    or

    Add valproate

    Add valproate

    or

    Add carbamazepine

    Switch to lithium

    or

    Add lithium

    Add Lithium Switch to lithium

    or

    valproate (consider adding lithium)

    Add lithium

    Further recommendations:1. The expert consensus is to change the initial mood stabilizer after 1-3 weeks if the patient is showing no response, and after 2-4 weeks if the patient has shown a partial response.23 These time intervals are measured from the start of treatment and assume there has been rapid titration to adequate doses of the mood stabilizer and adjunctive medication.2. If all the above options fail, the clinician may consider combining valproate and carbamazepine24 or all three mood stabilizers (not rated by experts) with careful attention to drug interaction, or may consider the options described in Table 3B.

    Notes: 16 Questions 13-18 19 Question 17 22 Question 14
      17 Question 15 20 Question 18 23 Questions 11 and 12
      18 Question 16 21 Question 13 24 Questions 1-3 and 13-18

    3B. Alternative Choices for Treatment-Resistant Manic, Mixed, and Hypomanic Episodes

    Editors' note: The following table presents a number of options that can be considered when a patient continues to be treatment resistant despite appropriate changes in the mood stabilizer regimen. Since the sequencing of these is uncertain, clinicians should use their best judgment in deciding when to implement these suggestions. For completeness, we also include several options on which the experts were not surveyed. These added items have no footnotes, but are drawn from the APA Guideline and the literature.

    Option Comment
    Change adjunctive medication Combine benzodiazepine and antipsychotic if not already tried.25

    If need for further sedation on antipsychotic and benzodiazepine, change from a high or medium potency antipsychotic to a low potency agent such as chlorpromazine.26

    Consider depot antipsychotic for noncompliant patients.

    Electroconvulsive therapy (discussed here for mania; see later guidelines for its use in depression) ECT is an effective anti-manic treatment. Some experts rated it as first line, although there was no general consensus on where to place it in the sequence of treatments.27

    Consider strongly for: life-threatening mania; failure of mood stabilizers; or patients who cannot tolerate mood stabilizers or antipsychotics.

    Using an atypical antipsychotic medication28 Clozapine is suggested by the experts as a first line alternative after two failures of conventional antipsychotics. It is safe to combine clozapine with lithium and/or valproate, but not with carbamazepine due to risk of agranulocytosis.

    Risperidone is a highly rated second line alternative and may be tried if clozapine is contraindicated. However, there are a few reports of hypomania induced by risperidone. The role in bipolar disorder of other new generation antipsychotics awaits further study.

    Treat antipsychotic-induced extrapyramidal side effects Akathisia may cause agitation; EPS may cause noncompliance.
    Calcium channel blockers29 (e.g., verapamil, diltiazem, nifedipine, nimodipine) The experts had no consensus on the role of calcium channel blockers except for agreement that they are not among the first line drugs. Consider for patients who cannot tolerate other mood stabilizers, or as an add-on to other medications.
    New anticonvulsant drugs: lamotrigine, gabapentin Preliminary reports of mood stabilizing properties
    Notes: 25 Questions 4-6 27 Questions 1-3 29 Question 20
      26 Question 7 28 Question 19  

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    Guideline 4: Acute Phase Treatment of Bipolar Depression: Selecting an Overall Strategy

    4A. Selecting Treatments for Bipolar I Depression30

    (Bold italics = treatment of choice)

    Summary: The acute phase treatment of depression in bipolar I disorder depends on whether psychotic symptoms are present and on the severity of the current depressive episode. In psychotic depression, the recommended treatments are either ECT or the combination of an antipsychotic, a mood stabilizer, and an antidepressant.31 For severe depression without psychotic features, the treatment of choice is the combination of a mood stabilizer and an antidepressant.32 For milder major depressive episodes, an additional first line approach is a mood stabilizer alone.33 There was a clear consensus against using an antidepressant without a mood stabilizer in bipolar I disorder.34 Psychotherapy, added to medication, is a highly rated second line treatment in nonpsychotic patients with bipolar I depression.35 Types of psychotherapy are discussed in Guideline 9.

    Clinical features Major depressive episode with psychotic features36 Severe major depressive episode, not psychotic37 Milder major depressive episode38
    First line ECT

    or

    Mood stabilizer + antidepressant+ antipsychotic

    Mood stabilizer + antidepressant Mood stabilizer + antidepressant

    or

    Mood stabilizer alone

    Second line (only highly rated choices are shown) Mood stabilizer + antidepressant

    or

    Mood stabilizer + antipsychotic

    Add psychotherapy to the mood stabilizer + antidepressant

    or

    Give ECT

    Add psychotherapy to the medication plan chosen
    Notes: 30 Questions 21-23 33 Question 23 36 Question 21
      31 Question 21 34 Questions 21-23 37 Question 22
      32 Question 22 35 Questions 21-23 38 Question 23

    4B. Selecting Treatments for Bipolar II Depression39

    (Bold italics = treatment of choice)

    Summary: For bipolar II depression, the recommended acute phase treatments are similar to those for bipolar I depression. However, there are two possible differences. First, psychotherapy is rated as somewhat more useful in mild bipolar II depressions than in mild bipolar I depressions. Second, mood stabilizers may sometimes be cautiously omitted in patients who have had minimal hypomania.

    Clinical Features Major depressive episode with psychotic features40 Severe major depressive episode, not psychotic41 Milder major depressive episode42
    First line Mood stabilizer + antidepressant + antipsychotic Mood stabilizer + antidepressant Mood stabilizer + antidepressant

    or

    Add psychotherapy to the mood stabilizer + antidepressant

    Second line

    (only highly rated choices are shown)

    ECT Add psychotherapy to the mood stabilizer + antidepressant to enhance treatment

    or

    ECT

    Mood stabilizer alone

    or

    Mood stabilizer + psychotherapy

    Occasionally consider

    (e.g., if hypomanic episodes are mild and infrequent)

      Omit mood stabilizer; use antidepressant alone or with psychotherapy Omit mood stabilizer; use antidepressant alone or with psychotherapy
    Notes: 39 Questions 24-26, 31, and 38 41 Question 25  
      40 Question 24 42 Question 26  

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    Guideline 5: Selecting Specific Medications for Acute Phase Treatment of Bipolar Depression

    Editors' note: Table 5A presents recommendations for selecting antidepressants for the treatment of bipolar depression. Table 5B gives options for treating insomnia in the context of bipolar depression.

    5A. Selecting Antidepressants for Treatment of Bipolar Depression

    Summary: When using an antidepressant in bipolar disorder, bupropion or a selective serotonin reuptake inhibitor (SSRI) are first line choices.43 The experts also recommend bupropion when the clinician is especially concerned about a manic switch or rapid cycling, while tricyclics are to be avoided.44 If using a mood stabilizer alone for treating depression, the panel recommended lithium as the first line choice.45

      Medication Comment
    First line46 Bupropion

    Serotonin reuptake inhibitor

    Bupropion is also recommended for patients likely to switch into mania or rapid cycling.47
    Other choices48 Monoamine oxidase inhibitor Preferred by research experts as top-tier second line for severe depression
      Venlafaxine Preferred over MAOI by many practicing clinicians as top-tier second line*
      Nefazodone

    Tricyclic antidepressants

    Lower-rated among second line

    No general consensus, except for agreement that these should be avoided in patients with history of antidepressant-induced mania or rapid cycling49

    First line mood stabilizer, if used alone for depression50 Lithium Acute antidepressant effects are often modest.

    Further recommendations: Dosing of antidepressants: As the first line approach, antidepressants are to be used at the same target therapeutic doses, and titrated upward at the same rate, as in non-bipolar major depression ("unipolar depression").51 However, for patients who have histories of being easily switched into mania or hypomania on antidepressants, clinicians may want to use more cautious dosing strategies. See the Appendix (p. 40) for details of dosing.

    Notes: 43 Questions 27 and 28 46 Questions 27 and 28 49 Question 29
      44 Question 29 47 Question 29 50 Question 30
      45 Question 30 48 Questions 27 and 28 51 Question 32
      * Results from a survey of 300 practicing clinicians who responded to the same questionnaires (not yet published).

    5B. Selecting Adjunctive Medications for Insomnia and Psychosis in Bipolar Depression

    Summary: To treat insomnia in the depressed patient, the first line choice is to add a benzodiazepine to the basic regimen. Highly rated second line alternatives are to rely on the basic regimen, to add trazodone, or to select a sedating antidepressant.52 In nonpsychotic depression, antipsychotics are usually inappropriate for insomnia, but are sometimes used for severe agitation. In contrast, antipsychotics are necessary to treat psychosis when this occurs as part of depression.

    Clinical Situation Recommendation Rating
    Insomnia53 Add a benzodiazepine to the basic mood stabilizer/antidepressant regimen First line
      Rely on the basic regimen alone

    Add trazodone

    Use a sedating antidepressant

    Second line
      Conventional antipsychotic or risperidone Third line, rarely needed but sometimes helpful (e.g., for severe agitated depression without psychosis)
    Psychotic symptoms in depression54 High or medium potency conventional antipsychotic in addition to mood stabilizer/antidepressant regimen First line
    Notes: 52 Question 33 53 Question 33 54 Questions 21 and 24

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    Guideline 6: Inadequate Response to First Line Treatment of Bipolar Depression

    Editor's note: This guideline present recommendations for those patients with bipolar depession who show an inadequate response to the strategies outlined in Gudielines 4 and 5. Table 6A presents recommendations based on the expert survey. Table 6B presents less well-established options.

    6A. Recommended Strategies for Inadequate Response to Initial Antidepressant Trial

    Summary: The experts suggest the following options for the 30%-50% of patients who do not respond adequately to the initial trial of antidepressant medication.

    Treatment situation Recommendation
    Assure an adequate trial of the initial antidepressant55 Push dose to maximum as recommended for unipolar depression. Duration of trial as in unipolar depression (e.g., 6-12 weeks)
    No response to initial antidepressant Trial of an alternate first line antidepressant (see p. 21)56

    Consider MAOI in severe depression.57

    Psychotic depression or severe, nonpsychotic depression that has not responded to medication Strongly consider ECT, especially in psychotic depression.58
    Patient has not had lithium Add lithium to augment current treatment.59
    Patient not receiving psychotherapy Add psychotherapy in mild to moderate depression.60
    Patient develops lithium-related hypothyroidism or elevated TSH Treat with T4.61
    Euthyroid patient who has not responded to mood stabilizer alone or mood stabilizer plus antidepressant Consider augmentation with thyroid hormone (T3 preferred).62

    Replacement dose is preferred; no consensus on high dose.63

    Patient has been treated continuously with various antidepressants plus mood stabilizer, but has not had mood stabilizer alone Try mood stabilizer alone or with thyroid augmentation,64 especially if clinical reassessment suggests subtle rapid cycling (e.g., frequent or chronic depression with brief, subsyndromal hypomanic or mixed periods). Such situations may be aggravated by antidepressants.
    Notes: 55 Question 32 59 Question 30. Panel members were not asked specifically about lithium augmentation, but rated lithium as somewhat more effective than other mood stabilizers in treating depressive symptoms.
      56 Questions 27 and 28 60 Questions 22-26 63 Question 35
      57 Question 47 61 Questions 41 and 42 64 Question 47
      58 Question 21 62 Question 34  

    6B. Other Options for Bipolar Depression That Is Not Responding

    Summary: For completeness, we include additional options for treating nonresponsive bipolar depression. These approaches were not reviewed by the experts but have been drawn from the APA Guideline, recent literature, and unpublished presentations. Clinicians unfamiliar with these choices may wish to obtain consultation or read published reports before trying to use them in clinical practice.

    Treatment Comments
    Combining antidepressants:the first option is the best established strategy.

    The use of antidepressant combinations requires that the clinician be experienced and exercise caution.

    Tricyclic + SSRI: watch for elevation of tricyclic blood levels

    Bupropion + SSRI, or bupropion plus tricyclic: theoretically may lower seizure threshold

    Tricyclic + MAOI: add MAOI to TCA or begin together; never add a TCA to ongoing MAOI treatment

    Caution: do not combine MAOI with SSRI or venlafaxine

    Carbamazepine or valproate Sometimes have antidepressant effects alone or added to existing treatment regimen
    Stimulants Methylphenidate, d-amphetamine, or pemoline can be used to augment antidepressants; use extreme caution if adding to MAOIs
    Antipsychotics Conventional and atypical antipsychotics, especially clozapine, may sometimes have antidepressant effects in nonpsychotic patients.
    Light therapy May treat depressed phase of seasonal bipolar disorder, especially bipolar II disorder, alone or as an adjunct to antidepressant medication

    Possibly helpful in nonseasonal bipolar disorder as well

    Sleep deprivation May initiate a brief antidepressant response, which is then maintained by medication

    Caution: may also sometimes precipitate hypomania or mania

    New approaches described in preliminary reports New anticonvulsants may be antidepressant and mood stabilizing: lamotrigine, possibly gabapentin

    Dopamine agonists to augment antidepressants: bromocriptine, pergolide

    Pindolol: conflicting reports on augmentation of antidepressants

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    Guideline 7: Selecting Medications for Continuation and Maintenance Phases

    Editors' note: Guideline 7 deals with medication selection during continuation and maintenance phases and is organized as follows:

    Table 7A: Overall medication strategies for continuation and maintenance

    Table 7B: Indications for long-term or lifetime prophylaxis with a mood stabilizer

    Table 7C: Selecting a mood stabilizer for long-term treatment

    Table 7D: Managing selected problems during long-term lithium maintenance

    Table 7E: Strategies for treating depression during continuation and maintenance

    Table 7F: Strategies for dealing with rapid cycling

    7A. Overall Medication Strategy for Continuation and Maintenance

    Summary: The following general framework was used to ask the panel for its recommendations:

    Continuation treatment is the initial period lasting approximately 2-6 months after acute symptoms have resolved. The usual pharmacological procedure in this phase is to continue the mood stabilizer(s) while trying to taper other medications, alert to the possibility of relapse or cycling.

    Long-term maintenance follows the continuation period. The goal during maintenance is to prevent new episodes. During maintenance, clinicians must decide how long patients should continue on mood stabilizers, and also evaluate the need for episodic or continual treatment with other antimanic and antidepressant medications based on each patient's pattern of relapse.

    Phase Definition Treatment goal Method
    Continuation Approximately the first 2-6 months after an acute episode has ended.

    Patients may still have some symptoms and functional problems.

    Prevent relapse of the episode, or cycling into the opposite pole Adjust dose of mood stabilizer to balance maximum benefit against side effects.

    Gradually try to taper other medications (antidepressants, antipsychotics, benzodiazepine).

    Maintenance After continuation has ended

    Patients have stabilized at pre-episode level of functioning and well-being but are vulnerable to new cycles of illness.

    Prevent new episodes

    Treat recurrences

    Long-term or lifetime prophylaxis with mood stabilizer

    Follow acute and treatment-resistant strategies for mania and depression.

    7B. Indications for Long-Term or Lifetime Prophylaxis with a Mood Stabilizer

    Summary: In bipolar I disorder, long-term or lifetime prophylaxis with a mood stabilizer is the treatment of choice after two manic episodes and should also be considered after one manic episode if it is severe or if there is a family history of bipolar disorder. In bipolar II disorder, prophylaxis may be appropriate after three hypomanic episodes, if there are antidepressant-induced mood elevations, frequent depressions, or a family history of bipolar I disorder.65 We did not ask the experts whether early onset (e.g., before age 20) would be an indication for lifetime prophylaxis after a single episode, a practice advised by some experts.

    Type of disorder Bipolar I Disorder (Mania)66 Bipolar II Disorder (Hypomanic, never spontaneously manic)67
    Treatment of choice

    Always recommend prophylaxis . . .

    After two manic episodes
    • When taking antidepressants, if there is a history of full-blown mania induced by antidepressants
    • After three hypomanic episodes if severe or closely spaced
    First line

    Usually recommend prophylaxis. . .

    After one manic episode if either:
    • especially severe or destructive
    • strong bipolar family history
    • After three hypomanic episodes of any degree
    • When taking antidepressants, if there is a history of hypomania induced by antidepressants
    • When there are frequent and severe depressions
    • When there is a strong bipolar I family history
    Second line

    Sometimes recommend prophylaxis. . .

    After one unequivocal manic episode
    • After two hypomanic episodes
    • Whenever patient is on antidepressant
    • When there are frequent or severe depressions
    • For transient use during seasonal episodes
    Notes: 65 Questions 36 and 37 66 Question 36 67 Questions 37 and 38

    7C. Selecting a Mood Stabilizer for Long-Term Treatment

    Summary: In terms of long-term tolerability, defined as the willingness of patients to stay on medication based on overall side effects, the experts rated valproate and then lithium as first line choices, while carbamazepine was rated as second line. Giving the mood stabilizer in a single h.s. dose may improve compliance. This option is most appropriate with lithium and sometimes with valproate, while there was no consensus concerning carbamazepine.

    Factor influencing selection of mood stabilizer Selection Rating
    Long-term tolerability68 Valproate

    Lithium

    Carbamazepine

    First line

    First line

    Second line

    Suitability for single h.s. dose69 Lithium

    Valproate

    Carbamazepine

    First line

    Top-tier second line

    No consensus

    Notes: 68 Question 39 69 Question 40  

    Editors' note: It is a weakness in our survey that we did not ask the panel to rate the long-term efficacy of different mood stabilizers. We assumed that patients generally continue the same mood stabilizer that they responded to during acute treatment, often at a lower dose in order to minimize side effects. Readers should note that only lithium has been well studied for long-term preventive use.

    7D. Managing Selected Problems During Long-Term Lithium Maintenance

    Summary: The experts had the following suggestions for handling certain serious problems that may occur during maintenance treatment with lithium. Note that this is not meant to be a complete list of side effect management strategies.

    Problem Options Rating
    Lithium maintenance is controlling depression and mania at the lowest possible dose, but patient feels "flat" or cognitively dull70 Gradually switch to valproate First line
      Gradually switch to carbamazepine Second line
      Add thyroid or an antidepressant No consensus
      Do nothing Inappropriate (i.e., the experts feel clinicians should pay attention to this side effect)
    Elevated TSH during successful lithium maintenance; otherwise euthyroid71 Add T4; continue lithium First line
    Clear hypothyroidism during otherwise successful lithium maintenance72 Add T4; continue lithium Treatment of choice
    Gradual onset of mild renal insufficiency (creatinine approaching 1.9 mg/dL)73 Add a different mood stabilizer and gradually taper lithium First line
      Continue lithium at lowest effective dose and monitor renal function Second line; to be considered when lithium is uniquely effective
    Notes: 70 Question 45 72 Question 42  
      71 Question 41 73 Question 43  

    7E. Strategies for Treating Depression During Continuation and Maintenance

    Summary: Preventing relapse or recurrence of depression in bipolar disorder has not been well researched. In particular, clinicians are often concerned that prolonged use of antidepressants may cause mania or rapid cycling. The experts had no first line recommendations for this problem. The decision for a particular patient must depend on an evaluation of history and medication response.

    Clinical concern Recommendation Rating
    How long should antidepressants be continued after a major depressive episode in bipolar disorder?74 Taper the antidepressant sooner than one would in unipolar depression (e.g., sooner than 6-12 months) Top tier second line
    What strategy should be followed for a patient whose mania is well controlled on lithium alone but who has severe depressive relapses every year or two? (The episodes are not seasonal and the patient is not a rapid cycler.)75 Some patients do better with intermittent antidepressants

    while

    Others do better if antidepressants are continued indefinitely

    Both options rated top-tier second line; use clinical judgment to decide which best fits an individual patient
      Add valproate or carbamazepine to lithium

    or

    Add thyroid hormone to lithium

    Second line, sometimes consider
    Notes: 74 Question 32 75 Question 44  

    7F. Strategies for Dealing with Rapid Cycling

    Summary: In addition to the mood stabilizer regimen, the experts suggest a number of further strategies for managing rapid cycling during continuation or maintenance, focusing separately on manic and depressive phases.

    Problem Options Rating
    Rapid cycling: selecting a mood stabilizer (extrapolating from acute phase recommendations in Guideline 1) Valproate Treatment of choice
      Carbamazepine First line
      Lithium alone or combined with one of the above Top-tier second line
    Rapid cycling: trouble controlling manic breakthroughs despite multiple mood stabilizers and avoidance of antidepressants76 Add clozapine or risperidone to mood stabilizer

    or

    Add thyroid hormone to mood stabilizer

    or

    Add conventional antipsychotic to mood stabilizer

    Top-tier second line
      Add calcium channel blocker

    or

    Maintenance ECT

    Second line
    Rapid cycling: trouble controlling depressive breakthroughs, despite multiple trials of mood stabilizers with antidepressants77 Add MAOI to mood stabilizer if never tried First line
      Stop all antidepressants; use mood stabilizer alone or with thyroid hormone Top-tier second line-antidepressants can accelerate rapid cycling
      Add clozapine to mood stabilizer (experts not surveyed on risperidone) Second line-at lower end of range
      Maintenance ECT No consensus-some experts favor
    Thyroid hormone for rapid cycling: choice and dose in a euthyroid patient T4 (l-thyroxine) at replacement dose; if not helpful, slowly increase up to 150% of normal free T4 index78, 79 Top-tier second line
      T3 (triiodothryonine) at replacement dose; if not helpful, slowly increase up to 150% of normal T3 RIA78, 79 Lower-tier second line
    Notes: 76 Question 46 78 Question 48  
      77 Question 47 79 Question 49  

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    Guideline 8: Selecting the Level of Care

    Editors' note: We present the expert panel recommendations in order of decreasing level of care: inpatient care (Table 8A), outpatient crisis interventions (Table 8B), intensive outpatient care (Table 8C), and outpatient treatment during continuation and maintenance (Table 8D).

    8A. Admission Criteria for Inpatient Care

    Summary: Inpatient admission is the treatment setting of choice for patients who are an immediate danger to themselves or others, or who are severely psychotic. The threshold for admission is lower in mania than in depression, probably reflecting the impulsivity and poor insight that are especially characteristic of mania.

    Episode type: Manic, mixed, or hypomanic episode80 Major depressive episode81
    Treatment of choice Almost always admit for one of the following:
    • High risk for suicide, violence, or severe deterioration in self care
    • Severe psychosis (e.g., delusions influence behavior)
    Almost always admit for one of the following:
    • High risk for suicide, violence, or severe deterioration in self care
    • Severe psychosis (e.g., delusions influence behavior)
    First line Usually admit for one of the following:
    • Unlikely to cooperate with outpatient treatment
    • Less severe psychotic symptoms
    • Poor judgment about spending, business, or sexual behavior
    • Active substance abuse
    • Poor psychosocial supports, or behavior that is alienating family
    Usually admit for one of the following:
    • Less severe psychotic symptoms
    • Unlikely to cooperate with outpatient treatment
    Second line Sometimes admit for the following problems, depending on their number and severity:
    • Poor general medical health
    • Rapid cycling
    • First episode of mania
    • Mixed episode or dysphoric mania
    • Has failed 1 or 2 outpatient trials of mood stabilizers
    • Clinician has never treated this patient before
    Sometimes admit for the following problems, depending on their number and severity:
    • Active substance abuse
    • Poor psychosocial supports or behavior that is alienating family
    • Poor general medical health
    • Rapid cycling
    • Has failed 1 or 2 adequate trials of outpatient treatment
    • First episode of depression, past history of severe mania

    Further recommendations: Estimated length of stay is variable and difficult to predict for individual patients, but usually ranges from 1 to 3 weeks.82 Dangerous ideas or actions, psychosis, and behavior that is disorganized or inappropriate are the most important problems that should improve substantially before the clinician discharges the patient from the hospital.83

    Notes: 80 Question 50 82 Question 52  
      81 Question 51 83 Question 53  

    8B. Outpatient Interventions That May Prevent Hospitalization During a Crisis

    Summary: The expert panel recommends frequent office visits, crisis telephone calls, and intensive outpatient programs as the first line strategy to shorten or avoid hospitalization during the acute phase of care for a manic or depressive episode (but noted that telephone calls are usually not reimbursable, which limits their application). Family visits that include the patient are highly rated second line alternatives. There was no consensus on an option for 23-hour holding beds, a technique that may be too new to assess.84

    First Line Often useful:
    • More frequent office sessions
    • Crisis telephone calls
    • Schedule telephone calls to "check in"
    • Intensive outpatient program (see Table 8C for details)
    Top-tier second line: Sometimes useful:
    • Family sessions with patient

    8C. Intensive Outpatient Programs

    Summary: Intensive outpatient programs are intended for several weeks of acute phase care during a manic or depressive episode, either instead of a hospitalization or as a step-down to shorten hospitalization. Frequent medication monitoring is the treatment of choice essential to intensive outpatient programs, supplemented by a variety of psychosocial services that must be more individually tailored.85

      Manic episode or major depressive episode86, 87
    First line: (Treatment of choice) Always include:
    • Medication check (15-30 minutes) with psychiatrist, usually 3-5 days per week, for up to several weeks
    Second line: Sometimes include, depending on individual factors:
    • Family or marital therapy, at least weekly
    • Individual psychotherapy with M.D. or non-M.D. (45 minutes)

    Further recommendations: Though favored by many experts, there was no general consensus on the role of traditional day hospital programs such as 60-90 minute group therapy or ½-day milieu and group activity. The experts were unenthusiastic about full-day programming, unstructured lounge time, and home visits.

    Notes: 84 Question 54. 85 Questions 55 and 56 87 Question 56
      Experts were surveyed for mania only, but interventions may also be helpful in depression. 86 Question 55  

    8D. Outpatient Care During Continuation And Maintenance Phases

    Summary: Frequency of visits decreases as patients enter the continuation phase and even more so during the stable maintenance phase. As symptoms stabilize during continuation, the recommendation is a visit for medication management (15-30 minutes) every 1-2 weeks. During the stable maintenance phase, visits may be as infrequent as every 2-3 months. However, severely ill patients need frequent, ongoing medical and psychosocial services.88 Including the spouse or other family during office visits is often useful, especially with more severely ill patients.89 Across all levels of severity, many experts favor combining brief medical visits with non-medically led individual or group therapy, although they did not reach a clear consensus on the optimal frequencies of each type of visit in a blended plan.

    Severity* Continuation Maintenance
    Milder course90

    Infrequent episodes;between episodes patient has few symptoms and functions well

    † Medication management (15-30 minutes) with psychiatrist, every 1-4 weeks † Medication management preferably monthly; every 2-3 months at minimum
      ‡ Individual or group psychotherapy (45 minutes) in addition to medication management, every 1-2 weeks with non-M.D. or monthly with M.D.
    Moderate course91

    Somewhat frequent episodes (e.g., every 2 years); some flare-ups or persistent low-grade symptoms between episodes; some difficulties functioning

    † Medication management weekly

    or

    † Psychotherapy and medication management, every 1-2 weeks with psychiatrist

    † Medication management monthly
      ‡ Individual or group psychotherapy in addition to medication monitoring, every 1-2 weeks with non-M.D. or monthly with M.D.
    Severe course (only one phase, ongoing care)92

    Frequent or continuous episodes (e.g., rapid cycling); frequent, troubling symptoms between full-blown episodes; significant functional impairment

    † Medication management weekly

    or

    † Psychotherapy and medication management every 1-2 weeks with psychiatrist

    or

    † Structured psychosocial rehabilitation program including medication management

      ‡ Peer-led clubhouse program

    ‡ Frequent psychotherapy in addition to medication management: individual or group with non-M.D.

       

    † = recommended for most patients. The experts give a range of first line and top-tier second line ratings that we have condensed into a general recommendation, to be tailored to the needs of each patient.

    ‡ = consider based on individualized needs. The experts give a range of second line ratings, or give support without reaching consensus, to a range of interventions that should be tailored to the needs of each patient.

    *We gratefully acknowledge the suggestions of John Clarkin, Ph.D.

    Notes: 88 Questions 57, 59, 61 90 Question 57 92 Question 61
      89 Questions 58, 60, 62 91 Question 59  

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    Guideline 9: Selecting Psychosocial Interventions

    9A. Psychosocial Treatment

    Summary: Although medications are necessary in the treatment of bipolar disorder, they are usually not sufficient. Psychosocial interventions are particularly important for improving medication compliance, patient and family education, suicide prevention, psychotherapy for depression (e.g., interpersonal or cognitive/behavioral therapy), and setting limits in mania and hypomania.

    Phase of Illness: Acute* Continuation and maintenance93
    Most important issues Monitor closely:
    • Suicidality
    • Mood symptoms
    • Substance use
    • Sleep patterns
    • Medication compliance

    Educate about:

    • Features of the illness
    • Biological nature of the illness
    • Importance of medication compliance and need for adjustments

    Encourage:

    • Telephone contact
    • Optimism about recovery

    In mania:

    • Setting limits on impulsive or inappropriate behavior
    Inquire about:
    • Suicidality
    • Mood symptoms
    • Medication compliance
    • Life events since last visit
    • Substance use
    • Sleep and activity patterns

    Educate about:

    • Importance of systematic medication trials to find out what works best
    • Importance of staying on medication and reporting side effects
    • Warning signs of relapse
    • Managing psychosocial stress
    • Good sleep hygiene
    • Regularity of diet and exercise
    • Moderation of caffeine and alcohol use
    • Managing work and leisure schedules

    Encourage:

    • Optimism that patient and therapist can work together to find an effective treatment regimen
    Other issues and approaches to consider Depression:
    • Interpersonal or cognitive/behavioral therapy

    Mania and depression:

    • Meetings with family to review events and stresses leading up to the episode94
    Persistent cognitive distortions related to mood:

    Long-range issues that may be important to address during maintenance phase when patient is stable:

    • Marital problems
    • Employment and financial problems
    • Peer relationships
    • Modification of personality traits
    Notes: * The experts were not surveyed on psychosocial interventions during acute treatment. The editors thank John Clarkin, Ph.D., for his suggestions.
      93 Questions 58, 60, 62 94 Questions 55 and 56  

    9B. How to Improve Medication Compliance95

    Summary: The panel emphasizes communication and psychoeducation: listening to patients' concerns about taking medication and about any side effects they may experience, seeing patients more often if noncompliant, and educating them and their families verbally and with written material.96

    Rating Recommendation
    First line, often helpful:
    • Explore reasons patient avoids medication
    • Increase frequency of visits
    • Verbal education and written material for patient and family; written material for patient may be more useful after recovery
    • Inform patient about relatively few side effects in detail, but monitor carefully and encourage questions should any side effects develop
    Second line, sometimes helpful if above not working:
    • Peer support group
    • Written medication schedules
    • Inform patients explicitly about all side effects in advance
    • Acute phase: call patients to check up, and count pills at office visit
    Notes: 95 Question 63 96 Question 63  

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    Guideline 10: Medical Evaluation and Ongoing Monitoring

    10A. Medical Evaluation of New Patients With Manic or Major Depressive Episodes

    (Bold italics = assessment of choice)

    Summary: The expert panel suggests a more extensive work-up for inpatients than for outpatients.

      Inpatients97 Outpatients98
    First line tests
    • Complete physical exam (by psychiatrist or another physician)
    • Serum levels of lithium, valproate, carbamazepine, selected tricyclics*
    • Thyroid functions if not obtained recently
    • CBC and general chemistry screen
    • Urinalysis if starting lithium
    • EKG in patients over 40
    • Urine toxicology for substance abuse
    • Pregnancy test if relevant*
    • Serum levels of lithium, valproate, carbamazepine, selected tricyclics*
    • Thyroid functions if not obtained recently
    • CBC and general chemistry screen
    • Urinalysis if starting lithium
    • Complete physical exam (by psychiatrist or another physician)
    • Pregnancy test if relevant*
    Second line tests  
    • Urine toxicology for substance abuse
    • EKG in patients over 40

    Further recommendations:

    1. When necessary, mood stabilizers and other medications used for bipolar disorder can usually be started before test results are available if the patient has been in good general health. If clinical judgment determines an urgent need, medication can be started even before lab specimens have been obtained.99
    2. CT or MRI, and EEG, are second line options in the evaluation of treatment-resistant patients. They are not needed routinely without a specific clinical reason.100
    3. Clinicians should rely on their own judgement in two areas where there was no consensus: obtaining EKGs in patients under 40 and obtaining a general medical consultation prior to treatment.
    Notes: 97 Question 64 99 Question 66 * Experts not asked; editors' recommendation.
      98 Question 65 (the editors elevated CBC and chemistry screen to "assessments of choice") 100 Question 67  

    10B. Laboratory Tests to Monitor Mood Stabilizers

    Summary: There is no clear agreement among the experts on the recommended frequency of laboratory tests, giving clinicians latitude to exercise clinical judgment.

    (Non-bold italics = first line, strongly recommended. Otherwise, choices shown were rated top-tier second line, indicating slightly less support.)

      Lithium101 Valproate102 Carbamazepine103
    First 2 months Serum level every 1-2 weeks Serum level every 1-2 weeks

    CBC, LFTs monthly

    Serum level every 1-2 weeks

    CBC, LFTs monthly

    Long term Serum level every 3-6 months

    Thyroid functions yearly (Total T4, T4 uptake, TSH)

    Renal functions every 6-12 months (Serum tests for BUN, creatinine, electrolytes)

    Other: 24-hour urine for volume and GFR only if there is a specific indication; not routinely

    Serum level every 3-6 months

    CBC, LFTs every 6-12 months

    Serum level every 3-6 months

    CBC, LFTs every 6 months

    Further recommendations: Levels of mood stabilizers should be obtained whenever there has been a change in dose or clinical situation.*

    Notes: 101 Question 70 103 Question 68 .
      102 Question 69 * Editors' recommendation  

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    Guideline 11: Selecting Treatment for Patients Who Have Had Antidepressant-Induced Mania

    11. Strategies for Subsequent Depression in Patients Who Become Manic or Hypomanic Only With Antidepressants

    Summary: To avoid repeated antidepressant-induced manic or hypomanic episodes, the experts recommend covering with a mood stabilizer and using an antidepressant of a different class from the one that caused the mood elevation.

    Condition Mania or hypomania on antidepressants
    Recommendation Mood stabilizer plus antidepressant of a different class
    Alternative For hypomania only: mood stabilizer plus the same antidepressant

    Further recommendations: There was less consensus on how to handle patients who have antidepressant-induced activation (e.g., sleeplessness, agitation, or increased energy) that does not meet criteria for mania or hypomania. If such an individual has a strong bipolar family history, it may be advisable to follow the recommendations for antidepressant-induced mania or hypomania given in the table.105

    Notes: 104 Questions 71 and 72 105 Questions 73 and 74  

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    Guideline 12: Mood Stabilizers in Patients at Risk for Medical Complications

    12. Selecting Mood Stabilizers for Patients with Medical Complications

    (Bold italics = treatment of choice)

    Summary: Bipolar disorder is a lifetime illness that continues to require treatment even in patients who have medical complications. The table below indicates which mood stabilizers are least likely to cause problems for patients with specified medical conditions, substance abuse, or who are over age 65. Fortunately, most bipolar patients at risk for medical complications can be managed by selecting an appropriate mood stabilizer and by carefully monitoring the patient's blood levels and medical condition.

    Condition First line Top-tier second line
    CNS structural disease106 Valproate or carbamazepine Lithium
    Liver disease107 Lithium  
    Renal disease108 Valproate or carbamazepine Valproate + carbamazepine
    Alcohol misuse109 Lithium or valproate Carbamazepine
    Cocaine use110 Valproate or lithium Carbamazepine or valproate + lithium
    Heart failure* Valproate Carbamazepine (but may worsen conduction disease)
    Persons over age 65, currently in good health111 Valproate or lithium Carbamazepine or valproate + lithium
    Notes: 106 Question 75 108 Question 77 110 Question 79
      107 Question 76 109 Question 78 111 Question 81
      *Because we inadvertently did not ask the expert panel about heart disease, the editors made a recommendation based on the available literature.

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