Week 4 case study: insomnia in a 65-year-old woman
One abnormal number is handed to you before you have asked a single question, and the treatment answer most students give was recommended against by name in 2021 and again in April 2026.
Editorial process
Last reviewed · August 6, 2026
What the four questions are actually asking
The four bullets are a diagnostic reasoning sequence, not the four headings of a SOAP note, and each asks for a different cognitive act. The first asks what history would be pertinent — which means selected, not collected. The second asks what you would examine and order, plus what the case failed to give you, which is an invitation to name a gap rather than praise the workup. The third asks for three differentials with your reasoning and then a final diagnosis with the determination that got you there. The fourth asks for a plan with drug therapy, treatments, education and follow-up. Write them as four arguments; a transcribed SOAP note answers the shape of the assignment without answering any of its questions. Note especially that the third bullet asks two things — the differentials with your reasoning, and then the final diagnosis with how you determined it. That second clause wants the path, not the label.
Dr. Lee hands you one abnormal number before you have asked anything: the hemoglobin A1c has climbed to 8.7%. In a case this tightly written, that is not background. It is the mechanism, offered early, and the history question is really asking whether you will chase it. Poorly controlled diabetes produces osmotic diuresis, osmotic diuresis produces nocturia, and nocturia fragments sleep — which means a patient can present with "I can't sleep" and have a problem that no hypnotic will touch. The same three facts you are given, age 65 plus hypertension plus diabetes, are also the classic risk cluster for obstructive sleep apnoea. Two strong secondary causes are therefore already on the table before you take a single item of history. The wording carries more than the number, too: Dr. Lee says the A1c has climbed. You are being given a trajectory, not a snapshot, and a worsening value alongside a new symptom argues for a causal link more strongly than a static one.
That is the governing principle for the whole case, and it is the one most answers miss: insomnia in an older adult is usually secondary, and primary insomnia disorder is a diagnosis of exclusion. So structure the history to rule causes out rather than to fill in headings. Count the nocturia rather than noting it. Ask what a bed partner has observed, since snoring, witnessed apnoeas and leg kicking are reported by somebody else or not at all. Reconcile the medications with their dosing times, because an antihypertensive regimen that includes an evening diuretic is a fixable cause hiding in plain sight. Then screen mood, pain, reflux, caffeine and alcohol timing, and the actual sleep schedule and its history. Pin down the sleep history itself as well: when it started, what changed around then, how long she lies awake, whether the trouble is falling asleep or staying asleep, and what she now does about it at three in the morning.
Three differentials with your reasoning, and this case supplies more than three good ones. Choose the ones you can argue from the given facts:
Candidate | What in this case raises it | What would confirm or exclude it |
|---|---|---|
Nocturia secondary to uncontrolled diabetes | A1c 8.7% and rising, in a known diabetic — the one abnormal value you are handed | Nocturia frequency on history, a two-week sleep diary showing awakenings tied to voiding, and review of glycaemic control |
Obstructive sleep apnoea | Age 65 with both hypertension and diabetes, the standard OSA risk cluster | STOP-BANG, neck circumference, oropharyngeal exam and bed-partner report; polysomnography if the probability is moderate or high |
Depression or anxiety | New-onset sleep disturbance in an older adult is a recognised presenting feature rather than a coincidence | PHQ-9 or the Geriatric Depression Scale, plus the waking pattern — early-morning waking points differently from sleep-onset difficulty |
Restless legs syndrome or periodic limb movements | Both are more common in diabetes and in iron deficiency, and both are commonly missed because the patient does not volunteer them | History of an urge to move the legs that worsens at rest and eases with movement, bed-partner report of kicking, and serum ferritin |
Medication effect | She is on treatment for hypertension, and several antihypertensive classes disturb sleep directly or through nocturia | Full reconciliation including dosing times, and a trial of moving a diuretic to the morning |
Chronic insomnia disorder | The default answer, and legitimate — but only once the above have been addressed | Diagnosis of exclusion, supported by the sleep diary and by the absence of an untreated secondary cause |
The sub-question about what you would have liked and did not get is worth real marks and is usually skipped. Two answers are almost always right in a case like this. The first is a bed-partner or collateral history, because the two conditions with the strongest objective evidence here — apnoea and periodic limb movements — are invisible to the person experiencing them. The second is a two-week sleep diary, which is the core instrument of insomnia assessment and the thing that converts "I can't sleep" into a pattern with a time course. Actigraphy, an Epworth score, ferritin and a TSH are all defensible additions. Name what the gap would change about your reasoning, not just that it was missing. Say what the missing item would have changed. 'A bed-partner history could have moved apnoea from a possibility to the leading diagnosis' shows you know why you wanted it; listing omissions without consequences reads as a checklist.
The plan is where this case is most often failed, and the reason is that the standard answer has been recommended against by name. The American Academy of Sleep Medicine's 2021 guideline carries exactly one strong recommendation: use multicomponent cognitive behavioural therapy for insomnia. The same guideline separately suggests that clinicians not use sleep hygiene as a single-component therapy. So "educate the patient on sleep hygiene" is not a plan of care; it is a component the guideline specifically declines to endorse on its own. CBT-I is the treatment, and in this patient it sits alongside treating the diabetes, because if nocturia is the mechanism then glycaemic control is insomnia treatment. It is also worth saying what CBT-I actually is, since a plan that names it without content is hard to distinguish from one that does not mean it: education about sleep regulation combined with stimulus control instructions, sleep restriction therapy, and cognitive strategies aimed at the beliefs that keep the patient awake.
On drug therapy, two things matter and one of them is very recent. Mrs. Gomez is 65, which places her within the AGS Beers Criteria, the explicit list of medications typically best avoided in older adults — check the current criteria for the hypnotic classes yourself rather than reciting a rule, because that is the reference standard your preceptor will expect you to have opened. And in April 2026 the AASM published a combination-treatment guideline that suggests against CBT-I plus an insomnia medication over CBT-I alone, while suggesting combination over medication alone. Read that carefully: it does not make adding a drug forbidden, but it removes the assumption that adding one improves on CBT-I by itself, and a patient prioritising more total sleep time early is the stated exception. Then close the loop on follow-up: a review interval with the sleep diary in hand gives you something to measure, which is what turns a plan into a plan of care.
Likely learning objectives
Inferred from the brief — check these against your own rubric.
- 01Select history relevant to excluding secondary causes of insomnia rather than collecting a full review of systems.
- 02Recognise a planted abnormal value as the case's proposed mechanism and follow it.
- 03Justify three differentials from the facts given, and identify a final diagnosis as an exclusion where that is what it is.
- 04Name the assessment instruments an insomnia workup requires, including the ones this case omits.
- 05Build a plan of care from current guideline recommendations rather than from custom, including where guidance changed in 2026.
Read the full question
Review every instruction before using the planning guidance that follows.
Turn the brief into deliverables
- 01Pertinent history: chief complaint, HPI, social, family and past medical history.
- 02The physical exam and diagnostic tools to be used, plus any additional ones you would have wanted.
- 03Three differential diagnoses with the reasoning for each.
- 04The final diagnosis and how the determination was made.
- 05A plan of care including drug therapy and treatments.
- 06Patient education and follow-up.
From selective history to a defensible plan
Pertinent history
Select the history that discriminates between the plausible secondary causes, organised by what each item rules in or out.
Exam and diagnostics
Name the examination elements and instruments the differentials require, then the gaps in what the case supplied.
Three differentials, argued
Give each differential the specific case fact that raises it and the test that would settle it.
The final diagnosis and its determination
State the diagnosis and reconstruct the reasoning path, including exclusions.
Plan of care
Lead with CBT-I and its recommendation strength, address the diabetes as part of the sleep plan, and treat medication as a justified decision.
Education and follow-up
Say what the patient is taught, what is measured, and when she is seen again.
Getting the guideline strengths right
Recommended databases
- Journal of Clinical Sleep Medicine (AASM guidelines)
- PubMed and PubMed Central
- Journal of the American Geriatrics Society (Beers Criteria)
- NCBI Bookshelf (StatPearls)
Search sequence
- 1.Get the AASM behavioural guideline itself rather than a summary, because the strength labels are the point — one strong recommendation and five conditional ones, and which is which decides your plan.
- 2.Check for a newer AASM guideline before writing the plan. The combination-treatment guideline is dated April 2026 and changes what you can assume about adding medication to CBT-I.
- 3.Open the current AGS Beers Criteria for the hypnotic classes rather than quoting a remembered rule; the criteria are updated periodically and the specific entries change.
- 4.Search the secondary causes by mechanism, not by symptom — 'nocturia diabetes sleep fragmentation' rather than 'insomnia elderly' — or you will get generic sleep hygiene material.
- 5.Look for validated instruments by name (STOP-BANG, Epworth, PHQ-9, Geriatric Depression Scale, sleep diary, actigraphy) so the diagnostics section cites tools rather than describing them.
Reference shortlist
These are authoritative starting points, not a ready-made bibliography. A qualified reviewer must confirm that each source fits the assignment and supports the claim beside which it is cited.
Nothing here is cleared for citation until you have read it.
- 01
Behavioral and psychological treatments for chronic insomnia disorder in adults: an American Academy of Sleep Medicine clinical practice guideline
Journal of Clinical Sleep Medicine, American Academy of Sleep Medicine · 2021
The two statements the plan of care turns on, with their strength labels intact: 'We recommend that clinicians use multicomponent cognitive behavioral therapy for insomnia for the treatment of chronic insomnia disorder in adults. (STRONG)' and 'We suggest that clinicians not use sleep hygiene as a single-component therapy for the treatment of chronic insomnia disorder in adults. (CONDITIONAL)'. One strong recommendation out of six, and it is not the one most students write.
- 02
Combination treatment for chronic insomnia disorder in adults: an American Academy of Sleep Medicine clinical practice guideline
Journal of Clinical Sleep Medicine, American Academy of Sleep Medicine · 2026
Current as of April 2026 and directly relevant to the drug-therapy clause: the AASM suggests combination treatment with CBT-I plus insomnia medication over medication alone, and suggests against combination over CBT-I alone, both on low certainty of evidence, with patients prioritising increased total sleep time early in treatment named as a reasonable exception. It also notes that sequential treatment, which is commoner in practice, was outside the analysis.
- 03
American Geriatrics Society 2023 updated AGS Beers Criteria® for potentially inappropriate medication use in older adults
Journal of the American Geriatrics Society, American Geriatrics Society Beers Criteria Update Expert Panel · 2023
The reference standard the drug-therapy answer has to be checked against for a 65-year-old: an explicit list of potentially inappropriate medications typically best avoided by older adults in most circumstances or in specific situations, applying to adults 65 and over across care settings. Cited so the student opens the current criteria for the hypnotic entries rather than reciting a remembered rule.
Before you submit
Common mistakes
- Ignoring the A1c of 8.7%. It is the only abnormal value in the case and it is handed over before you ask anything, which in a written case means it is the mechanism. A history that never counts the nocturia has walked past the answer.
- Diagnosing chronic insomnia disorder without excluding anything. In an older adult insomnia is usually secondary. Naming it as the final diagnosis is defensible only after apnoea, mood, medication, nocturia and limb movements have been addressed — and the 'how did you make the determination' clause is asking precisely for that work.
- Answering the plan with sleep hygiene education. The AASM guideline suggests clinicians not use sleep hygiene as a single-component therapy. It is a component, not a plan, and offering it alone is the single most common way this case is lost.
- Prescribing a hypnotic as first-line. CBT-I carries the guideline's only strong recommendation. The patient is also 65 and therefore within the scope of the AGS Beers Criteria, so a drug-first plan needs a justification the case does not supply.
- Assuming CBT-I plus a medication is better than CBT-I alone. The AASM's April 2026 combination guideline suggests against exactly that comparison. Writing it as though adding a drug is a routine improvement is now out of date rather than merely debatable.
- Collecting history instead of selecting it. 'Pertinent' is doing work in the question. A complete HPI that does not ask about a bed partner, dosing times, or caffeine and alcohol timing is long and not pertinent.
- Skipping the 'what would you have added' sub-question, or answering it with 'nothing, the workup was thorough'. It is asking you to identify a gap, and a bed-partner history and a two-week sleep diary are almost always the right answers here.
- Treating the diabetes and the insomnia as two separate problems. If nocturia is the mechanism, improving glycaemic control is insomnia treatment, and saying so is what shows the case was understood rather than processed.
Submission checklist
- The history is selective and each item earns its place by excluding something.
- Nocturia is quantified and connected to the A1c.
- Bed-partner or collateral history is sought explicitly.
- Medications are reconciled with their dosing times, not just listed.
- The exam includes the OSA-relevant elements: BMI, neck circumference, oropharynx.
- A two-week sleep diary appears among the diagnostic tools.
- Three differentials are argued from facts in the case, not listed generically.
- The final diagnosis states how it was determined, including what was excluded.
- CBT-I is named as the first-line treatment with its recommendation strength.
- Any drug therapy is justified against the patient's age and current guidance.
- Follow-up specifies what will be reviewed and when.
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Written by
Aaron Bishop
MA, Education
assignment interpretation and research-methods coaching across disciplines
Aaron leads the EssayCrackers editorial desk. He works on how assignment briefs are read — what a rubric is actually asking for, and where students most often answer a different question than the one set.

Reviewed by
Dr. Nathan Cole
PhD, Rhetoric & Composition
Argumentation and thesis development
Nathan teaches first-year composition and directs a university writing center. He reviews EssayCrackers guides for argumentative soundness and citation accuracy.