Journal of Affective Disorders: R.M. Hirschfeld
Journal of Affective Disorders: R.M. Hirschfeld
Review
Article history: Background: Patients with bipolar disorder spend approximately half of their lives symptomatic and
Received 15 May 2014 the majority of that time suffering from symptoms of depression, which complicates the accurate
Received in revised form 8 August 2014 diagnosis of bipolar disorder.
Accepted 3 September 2014
Methods: Challenges in the differential diagnosis of bipolar disorder and major depressive disorder are
Keywords:
reviewed, and the clinical utility of several screening instruments is evaluated.
Bipolar disorder Results: The estimated lifetime prevalence of major depressive disorder (i.e., unipolar depression) is
Major depressive disorder over 3 and one-half times that of bipolar spectrum disorders. The clinical presentation of a major
Depression depressive episode in a bipolar disorder patient does not differ substantially from that of a patient with
Diagnosis major depressive disorder (unipolar depression). Therefore, it is not surprising that without proper
Screening screening and comprehensive evaluation many patients with bipolar disorder may be misdiagnosed
with major depressive disorder (unipolar depression). In general, antidepressants have demonstrated
little or no efficacy for depressive episodes associated with bipolar disorder, and treatment guidelines
recommend using antidepressants only as an adjunct to mood stabilizers for patients with bipolar
disorder. Thus, correct identification of bipolar disorder among patients who present with depression
is critical for providing appropriate treatment and improving patient outcomes.
Limitations: Clinical characteristics indicative of bipolar disorder versus major depressive disorder
identified in this review are based on group differences and may not apply to each individual patient.
Conclusion: The overview of demographic and clinical characteristics provided by this review may
help medical professionals distinguish between major depressive disorder and bipolar disorder.
Several validated, easily administered screening instruments are available and can greatly improve the
recognition of bipolar disorder in patients with depression.
© 2014 Elsevier B.V. All rights reserved.
Contents
1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S12
2. Consequences of misdiagnosis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S13
3. Identifying bipolar patients in depressed samples. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S13
4. Screening for bipolar disorder and measures of depression. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S14
5. Conclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S15
Conflict of interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S15
Funding/support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S15
Contributor’s statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S15
Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S16
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S16
Table 2 Both the MDQ and the HCL-32 are validated, useful screening
Possible indicators of bipolar disorder in depressed patients. instruments for bipolar disorder. The MDQ was introduced
Family history of bipolar disorder earlier and has been more widely used than the HCL-32, and may
Earlier onset of illness (early 20’s) be preferred because it is shorter and can be completed more
Seasonality quickly.
Numerous past episodes
Another widely used self-report instrument that can be
History of psychiatric hospitalization
Mixed states completed very quickly is the Patient Health Questionnaire
Mood reactivity (PHQ‑9). The PHQ-9 is a multi-purpose instrument used for
History of treatment-resistant depression screening, diagnosing, monitoring, and measuring the severity
Switching on antidepressants
of depression (Spitzer et al., 1999). It has 9 questions, some of
History of suicide attempt
which incorporate Diagnostic and Statistical Manual of Mental
Data from Goodwin, F.K., Jamison, K.R., 2007. Manic-Depressive Illness: Disorders, fourth edition (DSM-IV) diagnostic criteria, along with
Bipolar Disorders and Recurrent Depression. 2nd ed. Oxford University Press,
others describing other symptoms of major depressive disorder
New York, NY.
(such as decreased interest or pleasure, loss of appetite, and poor
energy). Each question is graded from zero to 3, depending on the
symptoms associated with mania or hypomania during depressive frequency of a symptom. A total score is calculated by adding the
episodes in this population, particularly increased motor activity, responses to each of the 9 questions, indicating a categorization of
rapid or pressured speech, and grandiose or other delusions. no depression to severe depression (Spitzer et al., 1999).
Patients with bipolar disorder, when depressed, are more likely The most important differences between the PHQ-9 and
to experience “inverse” neuro-vegetative symptoms, particularly both the MDQ and HCL-32 are the symptoms assessed and
hypersomnia, weight gain, and increased appetite. They also are when these symptoms occurred. The MDQ and HCL-32 focus
more likely to be psychotic (Goodwin and Jamison, 2007) and have on assessing lifelong symptoms of mania and hypomania, while
cognitive impairment (Borkowska and Rybakowski, 2001; Wolfe the PHQ‑9 assesses current depressive symptoms (Angst et al.,
et al., 1987). Conversely, patients with unipolar depression are 2005; Hirschfeld et al., 2000; Spitzer et al., 1999). The PHQ-9 has
more likely to experience typical depressive symptoms including a sensitivity of 88% and a specificity of 88% for major depressive
insomnia, sad mood, and somatic depressive and anxiety episodes (Kroenke and Spitzer, 2002; Kroenke et al., 2001), but
symptoms (Goodwin and Jamison, 2007). does not address the challenge of distinguishing bipolar disorder
from major depressive disorder.
4. Screening for bipolar disorder and measures of depression There are several other instruments available to assess the
occurrence and severity of depressive symptoms. The Beck
Recognition of bipolar disorder in patients with depression Depression Inventory (BDI), developed by Aaron Beck, was
may be improved by using screening instruments (Table 3). The originally published in 1961 (Beck et al., 1961) and revised in
most widely used screening instrument for bipolar disorder is the 1996 to align with DSM-IV diagnostic criteria for major depressive
MDQ, a validated self-rated questionnaire that screens patients disorder (Beck et al., 1996a). The main version consists of 21
for bipolar disorder; however, it is not a diagnostic instrument questions reflecting the symptoms of depression, with responses
(Hirschfeld et al., 2000). ranging from zero to 3 on degree of severity. Examples of questions
The MDQ consists of 15 questions and takes approximately include: “I am sad all the time,” “I am disappointed in myself,”
5 minutes to complete (Hirschfeld et al., 2000). The first and “I am too tired or fatigued to do most of the things I used to
13 questions are designed to identify manic or hypomanic do” (Beck et al., 1996b). These responses are summed to create a
symptoms the patient may have experienced in the past. The last total score, which then will translate into diagnosis of minimal to
2 questions assess symptom clusters and functional impairment. severe depression (Beck et al., 1961). The original BDI and other
Patients who answer yes to at least 7 of the first 13 questions and variations of it have also been used very widely in clinical and
the symptom cluster question, as well as “moderate problem” or research settings.
“serious problem” on the functional impairment question, are The Inventory of Depressive Symptomology (IDS-SR) was
considered to be a positive screen for bipolar disorder. The MDQ developed by John Rush and colleagues to provide a more
had a sensitivity of 0.73 and a specificity of 0.90 in a validation sensitive measure for assessing depression in outpatients than
study of 198 psychiatric outpatients, indicating that the MDQ can the Hamilton Depression Rating Scale (HAM-D) (Rush et al.,
correctly identify almost three-quarters of patients with bipolar 1996). Originally 28 items (Rush et al., 1986), the current version
disorder and will screen out bipolar disorder in 9 of 10 patients is a 30-item self-report scale that includes 2 additional questions
without the condition (Hirschfeld et al., 2000). It has been widely assessing the atypical features included in DSM-IV and was
used throughout the world, having been translated into 19 validated in 1996 (Rush et al., 1996). Details on a 16-item Quick
languages and cited in more than 600 publications. Inventory of Depressive Symptomology (QIDS), also developed
The Hypomania/Mania Symptom Checklist (HCL-32), another by Rush and colleagues, were first published in 2003 (Rush et
validated self-report screening tool for bipolar disorder (Angst al., 2003). Similar to the other self-report inventories, the IDS
et al., 2005), has 2 introductory questions, the first on the and the QIDS include items that assess symptoms of depression
subject’s current emotional state, and the second on the subject’s such as waking up too early, energy level, and thoughts of death
usual level of activity, energy, and mood. Following this are 32 or suicide (Rush et al., 1996; Rush et al., 2003). The IDS and the
questions, most of which address specific symptoms of mania QIDS were developed to provide equivalent weightings for each
and hypomania. Other HCL-32 questions are more general, symptom item (other scales have variable weights), clear anchors
including questions on whether patients get into more quarrels, for symptom frequency and severity, inclusion of all symptoms
drink more coffee or alcohol, or smoke more cigarettes when in the DSM-IV major depressive episode criteria, and to provide
they are in a manic state. A score is calculated by summing the parallel clinician-rated and patient-rated scales (Rush et al., 1996;
number of positive responses to the 32 questions in the third Rush et al., 2003).
section. A score of 14 or greater is considered positive for bipolar The PHQ-9 is probably the best choice for general patient
disorder. The HCL-32 has a sensitivity of 0.8 and a specificity of screening for depression because of its brevity and widespread
0.51 (Angst et al., 2005). use. The BDI is more sensitive to change in clinical state and,
R.M. Hirschfeld / Journal of Affective Disorders 169 S1 (2014) S12–S16 S15
Table 3
An overview of screening tools for bipolar disorder and depression.
Bipolar Scales
Mood Disorder Questionnaire Self-report 15 <10 minutes Yes >7 of the first 13 questions and the symptom
(Hirschfeld et al., 2000) cluster question, as well as “moderate problem” or
“serious problem” on the functional impairment
question, = positive screen for bipolar disorder
Hypomania/Mania Symptom Self-report 32 (plus 2 unscored <15 minutes Total score ≥14 = potentially bipolar
Checklist (Angst et al., 2005) introductory items)
Depression Scales
Patient Health Questionnaire Self-report 9 <5 minutes Total score 5–9 = minimal symptoms
(Spitzer et al., 1999) Total score 10–14 = mild depression
Total score 15–19 = moderately severe depression
Total score >20 = severe depression
Beck Depression Inventory-II Self-report 21 <10 minutes Total score 0–9 = minimal depression
(Beck et al., 1996b) Total score 10–18 = mild depression
Total score 19–29 = moderate depression
Total score 30–63 = severe depression
Hamilton Depression Clinician-rated 21 (score 1st 17 only) <20 minutes Total score 0–7 = normal
Rating Scale Total score 8–13 = mild depression
(Hamilton, 1960) Total score 14–18 = moderate depression
Total score 19–22 = severe depression
Total score ≥23 = very severe depression
Acknowledgements A.J., Walters, E.E., Wang, P.S., 2003. The epidemiology of major depressive
Dr. Hirschfeld would like to thank Keitha S. Moseley-Dendy, MA, for her disorder: results from the National Comorbidity Survey Replication (NCS-R).
help in preparing the manuscript. Neither Dr. Hirschfeld nor Ms. Moseley- JAMA. 289 (23), 3095–3105.
Dendy received compensation for development of this manuscript. Editorial Kroenke, K., Spitzer, R.L., 2002. The PHQ-9: a new depression diagnostic and
assistance was provided, under the direction of the author, by Synchrony Medical
severity measure. Psychiatric Annals 32 (9), 1–7.
Communications, LLC, West Chester, PA; support for editorial assistance was
Kroenke, K., Spitzer, R.L., Williams, J.B., 2001. The PHQ-9: validity of a brief
funded by Teva Pharmaceuticals, North Wales, PA. Publication of this manuscript
was supported by an independent medical education grant from Sunovion depression severity measure. J. Gen. Intern. Med. 16 (9), 606–613.
Pharmaceuticals, Marlborough, MA. McElroy, S.L., Weisler, R.H., Chang, W., Olausson, B., Paulsson, B., Brecher, M.,
Teva originated the idea and funded the development of this article. The Agambaram, V., Merideth, C., Nordenhem, A., Young, A.H.; EMBOLDEN II
decision to publish this article was solely the responsibility of the author. All (Trial D1447C00134) Investigators, 2010. A double-blind, placebo-controlled
statements, opinions, and content presented in this published article are those of study of quetiapine and paroxetine as monotherapy in adults with bipolar
the author and do not represent the opinions of Teva. Teva provided a medical depression (EMBOLDEN II). J. Clin. Psychiatry 71 (2), 163–174.
accuracy review of this article. Merikangas, K.R., Akiskal, H.S., Angst, J., Greenberg, P.E., Hirschfeld, R.M.,
Petukhova, M., Kessler, R.C., 2007. Lifetime and 12-month prevalence of
bipolar spectrum disorder in the National Comorbidity Survey Replication.
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