How to Take a Case History

Clinical - Insightful - Empowering

Elevate your clinical herbalist skills with practical wisdom to best help and serve clients.

Demystify the art of taking a case history for clinical herbalism.

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: 

  • Thinking like a mechanic
  • Leaky gut
  • Opposites & usefulness
  • Energetics of different organ systems, and how to ask questions to figure them out
  • Facial assessment guidelines
  • 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

This is for you if you...

want to acquire the skills and mindset needed for effective case history taking in clinical herbalism.
want to gain insights into herbal assessment that go beyond the basics.
want to navigate the complexities of clinical herbalism with practical wisdom. From addressing entry complaints to understanding emotional states.

Upon completion, you will...

overcome the initial intimidation and also have the tools to become adept at taking comprehensive case histories.
have specific questions to ask clients as well as strategies to get as clear as picture as possible about what's ailing them.
learn the mindset to have, how to approach taking a case history in order to improve the information you receive from the client and therefor improve your understanding of their ailments in order to best help them.


Matthew Wood, MS

Matthew began studying herbalism at age 13. After university studies, he began practice in 1981. He is the author of ten books on herbal medicine, including The Book of Herbal MedicineThe Earthwise Herbal Repertory, and Holistic Medicine & the Extracellular Matrix.
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How to Take a Case History

Learn active listening skills and specific questions honed from decades of practice.

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