CARB-TCMPA TCM Herbalist study materials
CARB-TCMPA TCM Herbalist study resources

CARB-TCMPA TCM Herbalist key terms

CARB-TCMPA TCM Herbalist · Get comfortable with the vocabulary.

Qi

In Chinese medicine, the vital substance and functional activity that animates all living processes; described as both matter and motion, it warms, transforms, holds, and defends the body.

Related: Yin and Yang, Zang-Fu Organs
Yin and Yang

A framework describing paired, complementary aspects of phenomena: Yin as cool, moist, still, and inward; Yang as warm, dry, active, and outward. Health reflects their relative balance and mutual dependence.

Related: Qi, Eight Principles
Zang-Fu Organs

The organ system of Chinese medicine: five Zang (yin) organs that store essence and spirit, six Fu (yang) organs that process and transmit, plus the extraordinary organs; each is a functional network rather than isolated anatomy.

Related: Qi, Channel Tropism (Gui Jing)
Eight Principles

A diagnostic grid classifying a pattern as interior or exterior, cold or heat, deficiency or excess, and yin or yang, used to summarize findings gathered from all four examinations.

Related: Pattern Differentiation (Bian Zheng), Tongue Diagnosis
Tongue Diagnosis

Inspection of tongue body color, shape, moisture, and coating to assess the condition of Qi, blood, fluids, and organ systems; findings are read alongside the rest of the examination.

Related: Pulse Diagnosis, Eight Principles
Pulse Diagnosis

Palpation of the radial artery at three positions and three depths on each wrist to assess qualities such as rate, width, and force, interpreted as signs of internal patterns.

Related: Tongue Diagnosis, Pattern Differentiation (Bian Zheng)
Six Excesses (Liu Yin)

Wind, cold, summerheat, dampness, dryness, and fire: six environmental influences that can invade the body and cause disease when excessive or when defensive Qi is weak.

Related: Qi, Pattern Differentiation (Bian Zheng)
Four Natures (Si Qi)

The thermal property of a herb, described as cold, cool, warm, or hot, with neutral as a further category, indicating its effect on the body's temperature and guiding pattern-based selection.

Related: Five Flavors (Wu Wei), Channel Tropism (Gui Jing)
Five Flavors (Wu Wei)

The taste categories of herbs, namely pungent, sweet, sour, bitter, and salty, with bland and astringent treated as extensions, each linked to actions such as dispersing, tonifying, or draining.

Related: Four Natures (Si Qi), Pao Zhi (Herb Processing)
Channel Tropism (Gui Jing)

The tendency of a herb to act on particular channels and their associated organs, used to direct a formula toward the anatomical and functional site of the pattern.

Related: Zang-Fu Organs, Jun-Chen-Zuo-Shi Roles
Pao Zhi (Herb Processing)

Traditional preparation of raw herbs by frying, honey-frying, steaming, or charcoal-roasting so as to alter potency, reduce toxicity, change the herb's direction, or improve storage and digestibility.

Related: Herb Authentication, Decoction (Tang)
Herb Authentication

Verification that a crude drug is the correct species and plant part, using macroscopic, microscopic, organoleptic, and chemical methods, in order to prevent substitution and adulteration.

Related: Pao Zhi (Herb Processing), Adverse Event Reporting
Jun-Chen-Zuo-Shi Roles

The four functions within a formula: the chief treats the main pattern, the deputy supports it, the assistant moderates it or addresses secondary signs, and the envoy harmonizes the formula and directs its action.

Related: Classical Formula (Jing Fang), Formula Modification (Jia Jian)
Classical Formula (Jing Fang)

A formula recorded in canonical texts such as the Shang Han Lun, with established composition, proportions, and preparation, serving as a template to be adapted to the individual patient.

Related: Jun-Chen-Zuo-Shi Roles, Decoction (Tang)
Formula Modification (Jia Jian)

Adjusting a base formula by adding, removing, or re-dosing individual herbs so that the prescription matches the patient's specific pattern, constitution, or coexisting conditions.

Related: Pattern Differentiation (Bian Zheng), Jun-Chen-Zuo-Shi Roles
Decoction (Tang)

A water-based preparation made by simmering herbs, often with specified soaking and cooking times, then straining; highly adaptable but dependent on correct technique and patient adherence.

Related: Chinese Patent Medicine, Pao Zhi (Herb Processing)
Chinese Patent Medicine

A manufactured, standardized herbal product in pill, capsule, granule, or tincture form with a fixed formula and labeled indications; convenient and consistent, but less individually tailored than a decoction.

Related: Decoction (Tang), Adverse Event Reporting
Pattern Differentiation (Bian Zheng)

The process of interpreting signs and symptoms to identify a coherent diagnostic pattern that names the location, nature, and strength of the imbalance, guiding both treatment and prognosis.

Related: Eight Principles, Treatment Principle (Zhi Fa)
Treatment Principle (Zhi Fa)

A concise statement of therapeutic direction derived from the pattern, such as warming the middle or clearing heat, which precedes and constrains the selection of herbs and formulas.

Related: Pattern Differentiation (Bian Zheng), Biao and Ben (Branch and Root)
Biao and Ben (Branch and Root)

Branch refers to the presenting manifestation and root to the underlying cause; treatment may address either first, depending on urgency, prognosis, and the patient's reserves of strength.

Related: Treatment Principle (Zhi Fa), Tong Bing Yi Zhi
Tong Bing Yi Zhi

Treating the same biomedical disease by different methods because patients present different Chinese medicine patterns; the corollary is that one method may serve several diseases sharing a pattern.

Related: Pattern Differentiation (Bian Zheng), Treatment Principle (Zhi Fa)
Shi Ba Fan (Eighteen Incompatibilities)

A classical list of eighteen herb pairs traditionally held to be mutually incompatible, producing adverse effects when combined, and used as a safety screen when composing formulas.

Related: Shi Jiu Wei (Nineteen Antagonisms), Jun-Chen-Zuo-Shi Roles
Shi Jiu Wei (Nineteen Antagonisms)

A classical list of nineteen mutual antagonisms in which one herb reduces or distorts another's effect, or increases its toxicity, consulted to avoid ineffective or unsafe pairings.

Related: Shi Ba Fan (Eighteen Incompatibilities), Herb-Drug Interaction
Pregnancy Contraindication

Herbs or formulas avoided or used cautiously during pregnancy because they may stimulate the uterus, injure fetal Qi, or prove toxic; traditionally divided into forbidden and cautionary categories.

Related: Shi Ba Fan (Eighteen Incompatibilities), Adverse Event Reporting
Herb-Drug Interaction

Alteration of the effect or blood level of a pharmaceutical by a concurrently taken herb, through changes in metabolism, absorption, or organ function, or through additive pharmacological action.

Related: CYP450 Enzymes, Bioavailability
Aristolochic Acid Nephropathy

Kidney damage caused by aristolochic acid, found in certain Aristolochia species; the compound is nephrotoxic and carcinogenic, so such herbs are banned or restricted in many jurisdictions.

Related: Herb Authentication, Adverse Event Reporting
Pharmacokinetics

How the body handles a substance over time, covering absorption, distribution, metabolism, and excretion; it explains dosing intervals and why liver or kidney impairment changes drug levels.

Related: Bioavailability, CYP450 Enzymes
Bioavailability

The proportion of an administered dose that reaches the systemic circulation unchanged; it is influenced by route, formulation, food, and first-pass metabolism in the gut wall and liver.

Related: Pharmacokinetics, Herb-Drug Interaction
CYP450 Enzymes

A family of liver enzymes that metabolize many drugs and some herb constituents; inhibiting or inducing specific isoforms can raise or lower drug levels and produce clinically important interactions.

Related: Herb-Drug Interaction, Pharmacokinetics
Liver Function Tests

Blood tests such as ALT, AST, alkaline phosphatase, and bilirubin that indicate hepatocellular injury or cholestasis; used to screen and monitor patients taking potentially hepatotoxic herbs.

Related: Adverse Drug Reaction, Herb-Drug Interaction
Adverse Drug Reaction

An unintended, harmful response to a medicine used properly, distinguished from overdose or error, and classified by mechanism and severity to guide reporting and causality assessment.

Related: Adverse Event Reporting, Liver Function Tests
Informed Consent

A patient's voluntary agreement to treatment after receiving understandable information about the proposed approach, its benefits, risks, and alternatives, and the right to refuse.

Related: Scope of Practice, SOAP Note
SOAP Note

A structured clinical record organized as Subjective, Objective, Assessment, and Plan; it documents the patient's report, examination findings, pattern diagnosis, and treatment decisions in a consistent format.

Related: Informed Consent, Protected Health Information
Protected Health Information

Individually identifiable health data that must be safeguarded and disclosed only with patient authorization or as the law requires; improper release carries legal and professional consequences.

Related: SOAP Note, Referral
Adverse Event Reporting

Documenting and notifying the appropriate authority or manufacturer when a patient experiences harm possibly linked to a herb, product, or treatment, thereby supporting public safety surveillance.

Related: Adverse Drug Reaction, Herb Authentication
Referral

Directing a patient to another practitioner or physician when the condition exceeds one's competence, legal scope, or resources, with timely communication and continued coordination of care.

Related: Scope of Practice, Standard of Care
Scope of Practice

The legally defined range of activities, techniques, and conditions a licensed practitioner may treat, set by statute and regulation and bounded by training, competence, and supervision requirements.

Related: Licensure, Referral
Licensure

Legal authorization to practice a health profession, granted by a state or provincial board after meeting education, examination, and background requirements, and subject to renewal and discipline.

Related: Scope of Practice, Standard of Care
Standard of Care

The level of skill and care that a reasonably competent practitioner in similar circumstances would provide; falling below it can support a claim of negligence.

Related: Negligence, Licensure
Negligence

A breach of the duty to provide competent care that causes harm; four elements generally must be shown: a duty of care, a breach, causation, and resulting damages.

Related: Standard of Care, Scope of Practice