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Clinical Skills II:

Intake and Pattern Assessment



In this second course in our Advanced Clinical Skills sequence, we describe the items for an intake in detail, and describe patterns to be assessed during the process. Patterns described include nutrient deficiencies, patterns in the pulse and tongue, the classical patterns from traditional system of medicine of hot vs cold, excess vs. deficient, dry-vs damp, tense vs relaxed; red flag symptoms, common patterns described by Chinese syndromes such as False Heat and False Cold, dietary patterns and associated pathologies, digestive insufficiency, intestinal dysbiosis, leaky gut syndrome, and insulin resistance.



With this course you receive 7 hours of audio files for the lessons, more than 100 slides to accompany the lectures, supplementary notes, readings, and 12 intake forms to assist with the interview.  The course comes with a Study Guide and Continuing Education questions. Students enrolled in our courses are also eligible for a 10% discount on purchases at Mountain Rose Herbs. 



Audio tracks for the course include:

  • Introduction.mp3

  • Vitalist Assessment.mp3

  • Examples.mp3

  • Comprehensive intake.mp3

  • Height and weight.mp3

  • Energetic assessment.mp3

  • Methods of energetic assessment.mp3

  • Pulse and Tongue.mp3

  • Assessing Vitality.mp3

  • Overall health rating.mp3

  • Chief complaint.mp3

  • OPQRST.mp3

  • Medications.mp3

  • Diet Assessment.mp3

  • Questions.mp3

  • Diet Assessment recap.mp3

  • Deficiency sheet recap.mp3

  • Supplements.mp3

  • Red Flag Symptoms.mp3

  • Referral Network.mp3

  • Review of Symptoms.mp3

  • Energetic Patterns Overview.mp3

  • Hot-Cold.mp3

  • Dry-Damp.mp3

  • Deficient vs Excess.mp3

  • Tonic vs Relaxed.mp3

  • False heat_False cold.mp3

  • False Cold.mp3

  • Lifestyle Patterns.mp3

  • Sleep Debt.mp3

  • Sleep Evaluation.mp3

  • Sleep Debt intervention.mp3

  • Nutritional Patterns.mp3

  • Progression of deficiencies.mp3

  • Motivation for diet change.mp3

  • Vitamin D deficiency.mp3

  • Essential Fatty Acids.mp3

  • Magnesium deficiency.mp3

  • Vitamin C.mp3

  • Protein deficiency.mp3

  • Iron Deficiency.mp3

  • Dietary Archetypes.mp3

  • Fast Food Vegetarian.mp3

  • Disordered eating.mp3

  • Stress-Carbohydrate Pattern.mp3

  • Questions.mp3

  • Introduction.mp3

  • Digestive Patterns.mp3

  • Intestinal Dysbiosis.mp3

  • Leaky Gut Syndrome.mp3

  • Digestive insufficiency.mp3

  • Liver Stagnancy.mp3

  • Metabolic and Endocrine Patterns.mp3

  • Insuliin Resistance.mp3

  • IR Pattern.mp3

  • Coronary Artery Disease.mp3

  • Estrogen excess.mp3

  • Estrogen deficiency.mp3

Enrollment for Credit 


To enroll in the course, receive a faculty mentor, and to earn the Continuing Education certificate, follow these steps:

  1. Purchase the course materials in our online store. The materials may be purchased for self-study without further enrollment in the course or tuition. 

  2. When you receive materials, print out the application form or scan it to email. Send it in with the $145 tuition, or make the payment at the school store. 

  3. This entitles you to assignment of a faculty mentor for 12 weeks after we notify you that your enrollment is accepted. You may also request and extension. 

  4. Read the instructions for obtaining CE credit in the read-me-first file with the notes.

  5. Look over the CE questions and review them before listening to the audio. 

  6. Complete any assignments or readings and answer the CE questions for each lesson.

  7. You will receive a certificate reflecting 21 hours of CE credit.


The recorded lectures were delivered by NAIMH Director Paul Bergner in classroom settings, edited and supplemented with studio portions. If you enroll, you will also be assigned a faculty mentor. All our faculty are fully qualified clinical nutritionists as well as medical herbalists. Click here to see Faculty biographies. 


About This Course
    18 CEU

Term:      6 weeks
Materials:     $89
Tuition:    $145 (optional)

This course may be taken stand-alone, or as a  course in the Western Clinical Herbalism Certificate

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