The Art of the Intake Curriculum

Clinical Skills for Herbalists: The Art of the Intake

DOWNLOAD CURRICULUM PDF

Date

Topic 

Teacher

January 11

  • You and your client: Steps to a therapeutic relationship
  • Confidentiality, healthy boundaries and more
  • Tips for the intake process

Patricia K. Howell

January 18

  • Asking and listening
  • The problem with “normal”
  • Red flags, harm reduction and your referral network

Patricia K. Howell

January 25

  • Listening for the story: The importance of narrative
  • Creating a health history timeline
  • Establishing shared goals, realistic outcomes and expectations

Patricia K. Howell

February 1

Assessment & Differential Diagnosis

  • Body systems
  • Herbal actions
  • Energetics 
  • Physical assessments
  • Understanding and working with a medical diagnosis and pharmaceuticals

Mimi Hernandez & Patricia K. Howell & 

February 8

Assessment & Differential Diagnosis

  • From intake to differential assessment
  • Clarifying and modifying health goals
  • Establishing realistic expectations 

Patricia K. Howell

February 15

Creating Treatment Protocols

  • Realistic timelines for diet and lifestyle changes
  • Tracking progress and adjusting outcomes in follow up consultations

Patricia K. Howell

February 22

No Class

March 1

Live Intake: Client #1

  • Streamed client intake

Patricia K. Howell

March 8

Discussion: Client #1

  • Review of intake process
  • Questions and observations 
  • Creating a chronological timeline

Patricia K. Howell

March 15

Roundtable: Protocols and Treatment Strategies for Client #1

  • Symptoms
  • Acute vs Chronic
  • Choosing herbal preparations
  • Dosing strategies
  • If/Then thinking

Patricia K. Howell

March 22

Live Intake: Client #2

  • Same as above

Mimi Hernandez

March 29

Discussion: Client #2

  • Same as above

Mimi Hernandez

April 5

Roundtable: Protocols and Treatment Strategies: Client #2

  • Same as above

Mimi Hernandez

Bonus Videos

Four 90-minute videos:

Prerecorded and dropped in conjunction with each module

 Module 1

Apothecary Basics

Mimi Hernandez

Module 1

Business Basics

Patricia K. Howell

Module 2

Implementing Diet Changes 

Patricia K. Howell

Module 2

Client File Management

Mimi Hernandez