How to Take a Case History

When starting out on the clinical herbalist journey, and for a while thereafter, taking a case history can be intimidating. In this class, Matthew Wood walks us through the critical steps necessary for taking a case history, highlighting the importance of the mindset that a clinical herbalist needs to embody in order to best serve any client who is seeking help from the plants.

Topics covered:

  • The importance of thinking like a mechanic
  • Leaky gut
  • Opposites – why they are sometimes useful
  • Energetics of different organ systems, and how to ask questions to figure them out
  • Facial assessment guidelines
  • The importance of thinking like a philosopher
  • The Entry Complaint – and why it must be addressed
  • The importance of knowing if there is a medical diagnosis
  • Important details to keep your ears open for
  • People’s emotional states, and why it is important to not be distracted by them
  • Herbs for the side effects of chemotherapy
  • Herbs for Pain
  • What can you do to improve your ability for tongue assessment?
  • Supporting the adrenal glands


How to Take a Case History

know the questions to ask + tips and tricks to get to the root of the issue