Intro_
WelcomeLearning Objectives:
 Become familiar with clinic space and layout
 Meeting and greeting clients - and client waiting areas.-Herb store and Bench,
Tea Prep
 Familiar with clinical herbalist language, and herbalist scope of practiceHeal Prescribe Diagnose Treat Cure –Advocate, Educator, Consultant
Supportive for
 Familiar with confidentiality and hippaa, and how to talk to clients about
confidentiality (provide sheet with example of what to say) Confidentiality and
Informed consent-Hanna
 Anonymizing cases Esp in regards Geography and Occupation
 Scheduling - (how will clients be scheduled) they contact us-We send to a
practitioner
 Caseload-One client for 1st 2 months, then more later if all agreed upon
 Obtaining clients-We forward emails to practitioner
o You Draft an introductory email and send to prospective client
 Procedures ( getting referral to completing first appointment) (Form with dates)See Form
 Show up at least 20 minutes early for each appt to make tea, get your forms
ready, calm and center
 Form
o sending the client intake form
o reviewing intake form
o Researching presenting problem, drug and drug/herb interactions, red
flags
 Herb Drug Interactions
 Books for looking at lab reports if interested
 Sending case out for red flags- basically send scrubbed intake.
o If red flags present - Refer-procedures-REFERRALS list-Evolve as part of
Homework per case
o If no red flags - scheduling appointment-Clinic hours 1-6:30 Tu-Fri and
weekends when there isn’t class or at special times.
o Writing list of questions based on intake form to guide first appointmentSee Form
o How to show up prepared for first appointment
 Professionalism-If there is time-Therapeutic boundary-Therapeutic distance and
the clinical environment
 Interviewing Skills:
o Being prepared
o Centering - emotionally and mentally preparing for seeing client
o Meeting and greeting
o Establishing rapport
o History taking OPQRST-
Working your intake questions into the history taking
Talking about food, weight, and body image
Reflective listening
Discussing sensitive topics
Talking about emotional trauma
Working with emotional/mental health issues
Assessing for mental health red flags - and need for referral to mental
health provider.
o Getting the whole story
o Using your intuition
Interview Protocol-Go over Doco assessing motivation-(Hanna clin skills)
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Recommendations:
o talking about food sensitivity and diet issues
o recommending and explaining diet diary - with form???
o recommending elimination and rechallenge
o “rolling with resistance”
 Recommending an herbal, protocol
o 1st Interview recommendations-In 2-3 days Emailed in-depth
recommendation
o Assessing compliance
o Protocol write up
 Herbs
 Education Material for herbs-using directions sheets and clearly
explaining how to take the herbs and how to prepare them, diet
diary, Elimination diet etc
 Ask if they’d like for you to demonstrate how to make medicineweigh herbs in front of them, a french press and/or how to make a
slurry.
 Writing up recommendations and going over each step with clients
Case Write-Up-See handout
What Student Practitioners need:
 list of our bulk herbs, list of tinctures, formulas and vitamins
 list of open hrs, /hrs for scheduling clients 1-6 t-Thur-Weekend by appt in smaller
clinic room
 Schedule - when they can schedule clients-Outlook Scheduler
 Access to forms
Familiarity with all forms and where to find them
List of Forms:
 Client intake-Review and Modify
 Sx Checklist
 Diet Diary Form
Follow Up Protocol
Case review
Sx checklist again
Progress notes-for Follow ups Diet Diary
 Elimination & Re-challenge form-Homework
 Case Assessment form
 Nutritional deficiences - link or sheet
 Protocol forms - with directions and dosages-Forms in Development
 Herbal preparation Instructions for Clients (small sheets) Homework
o infusion
o decoction
o powder
o pills
o slurries
o Capsules
o Tinctures
o Diet Regimen
Publication of Cases