Clinical Skills for Herbalists Series: The Art of the Intake

with Mimi Hernandez, MS, RH (AHG) and Patricia Kyritsi Howell, RH (AHG)

Learn essential skills needed to take a thorough health history, create a differential assessment and outline an effective botanical protocol. We’ll cover the basics like how to ask questions, stay on topic, manage time, organize your notes, and create a differential assessment. You’ll observe us conducting live intake sessions, and learn tips to improve your ability to collect information needed for comprehensive health history. In roundtable discussions, you’ll learn a step-by-step method for moving from intake to formulas. Our goal is to show you the diversity inherent in herbal practice as we encourage and support your approach to clinical practice.

Designed to provide you with personalized support, you’ll have the opportunity to fine-tune your intake and assessment skills in a small group setting. Webinars are interactive and you will have assignments to complete each week. Class size is limited. To join, please complete an application. Once you’ve been accepted, you must pay tuition in full or enroll in a monthly payment plan.

Topics covered include: 

  • How to create a therapeutic relationship
  • Asking questions and listening for the story
  • Identifying red flags, using your referral network
  • Creating a health history timeline
  • Establishing realistic goals and expected outcomes
  • Tracking progress and adjusting outcomes in follow up sessions
  • Apothecary basics
  • Business basics
  • Implementing diet changes
  • Client file management

The program consists of two modules comprised of twelve 2.5-hour live webinars and two 90-minute videos. All webinars are recorded and accessible for six months. 

During the program, you’ll observe live intakes conducted by Mimi and Patricia and take part in roundtable discussions about each case. We’ll use the information we collect during the intake to create detailed health histories and differential assessments, followed by a discussion of possible botanical protocols and treatment strategies.

This program requires you to attend each live class with your camera on, prepared to interact with teachers and other students. You should expect to devote approximately 3 to 4 hours per week to complete class assignments (also known as homework!)

In addition to the live webinars, each module includes two 90-minute bonus videos about Apothecary Basics, Business Basics, Implementing Diet Changes, and Client File Management.

Click here to view the Curriculum details.


Online. Classes are streamed live and available as recordings via the BotanoLogos Online Classroom. Students have access to class recordings, bonus videos, and all program materials for one year.


This is an intermediate-level program. You should have completed our Foundations of Herbalism program or a comparable course of study (approximately 120 to 150 hours). All students must apply and be interviewed before being accepted. Once you’ve been accepted, your deposit or payment in full is due within one week.

Click here to access the application.


$1000. Once your application is approved, pay in full or a $100 deposit and enroll in our payment plan ($225 per month, January to April 2022.) Please review our Refunds and Cancellations Policy before registering.

Program Dates

Tuesdays, 6:00 to 8:30 pm EST.

Module 1 – January 11, 18, 25, & February 1, 8, 15, 2022

Module 2 – March 1, 8, 15, 22, 29, and April 5, 2022


Patricia Kyritsi Howell

Program Director and Primary Teacher

Mimi Hernandez

Guest Teacher

Frequently Asked Questions

Access our general FAQs here.

The Art of the Intake begins in January 2022.

The Art of the Intake is an online series streamed live each week. All sessions are recorded, and you can access to the recording for one year from the date they are posted to our Online Classroom. 

That may be possible. Please contact us for details.

If you want to “pay as you go,” we offer the option of paying monthly through our subscription plan for both the Full Access and On-Demand versions of the Foundations of Herbalism Program. You will set up your payment plan when your register. Questions about payment options? Please send us an email. We also have a limited number of tuition discounts available; click here for details.

No, we don’t require you to have any specific books. However, students in the Clinical Skills for Herbalists Series are expected to have a reasonable number of herbal reference books you can use to complete class assignments. If you need suggestions, send us an email.

No. We issue Certificates of Completion for programs that include homework, quizzes, and a final exam. These frameable certificates note that you have completed a specific program’s requirements, topics covered, and the total hours of the training. Herbalism, or the practice of herbal medicine, is not officially recognized or regulated by any state or federal licensing agencies, so technically, the terms Certified Herbalist, Master Herbalist, or Clinical Herbalist have no legal definition. We advocate for students to work towards Registered Herbalist membership requirements as a standard of educational and clinical competency. Read more about RH membership in AHG here.

No. This series includes 22 hours of training. AHG requires 800 hours of herbal education before you can apply for membership as a Registered Herbalist, along with other clinical practice requirements. Hours accrued in any of our courses or programs do count toward the 800 hours of herbal education required. Read more about the AHG Registered Herbalist requirements here.