CARB-TCMPA TCM Herbalist key terms
CARB-TCMPA TCM Herbalist · Get comfortable with the vocabulary.
- Qi
- Related: Yin and Yang, Zang-Fu Organs
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.
- Yin and Yang
- Related: Qi, Eight Principles
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.
- Zang-Fu Organs
- Related: Qi, Channel Tropism (Gui Jing)
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.
- Eight Principles
- Related: Pattern Differentiation (Bian Zheng), Tongue Diagnosis
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.
- Tongue Diagnosis
- Related: Pulse Diagnosis, Eight Principles
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.
- Pulse Diagnosis
- Related: Tongue Diagnosis, Pattern Differentiation (Bian Zheng)
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.
- Six Excesses (Liu Yin)
- Related: Qi, Pattern Differentiation (Bian Zheng)
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.
- Four Natures (Si Qi)
- Related: Five Flavors (Wu Wei), Channel Tropism (Gui Jing)
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.
- Five Flavors (Wu Wei)
- Related: Four Natures (Si Qi), Pao Zhi (Herb Processing)
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.
- Channel Tropism (Gui Jing)
- Related: Zang-Fu Organs, Jun-Chen-Zuo-Shi Roles
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.
- Pao Zhi (Herb Processing)
- Related: Herb Authentication, Decoction (Tang)
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.
- Herb Authentication
- Related: Pao Zhi (Herb Processing), Adverse Event Reporting
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.
- Jun-Chen-Zuo-Shi Roles
- Related: Classical Formula (Jing Fang), Formula Modification (Jia Jian)
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.
- Classical Formula (Jing Fang)
- Related: Jun-Chen-Zuo-Shi Roles, Decoction (Tang)
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.
- Formula Modification (Jia Jian)
- Related: Pattern Differentiation (Bian Zheng), Jun-Chen-Zuo-Shi Roles
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.
- Decoction (Tang)
- Related: Chinese Patent Medicine, Pao Zhi (Herb Processing)
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.
- Chinese Patent Medicine
- Related: Decoction (Tang), Adverse Event Reporting
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.
- Pattern Differentiation (Bian Zheng)
- Related: Eight Principles, Treatment Principle (Zhi Fa)
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.
- Treatment Principle (Zhi Fa)
- Related: Pattern Differentiation (Bian Zheng), Biao and Ben (Branch and Root)
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.
- Biao and Ben (Branch and Root)
- Related: Treatment Principle (Zhi Fa), Tong Bing Yi Zhi
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.
- Tong Bing Yi Zhi
- Related: Pattern Differentiation (Bian Zheng), Treatment Principle (Zhi Fa)
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.
- Shi Ba Fan (Eighteen Incompatibilities)
- Related: Shi Jiu Wei (Nineteen Antagonisms), Jun-Chen-Zuo-Shi Roles
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.
- Shi Jiu Wei (Nineteen Antagonisms)
- Related: Shi Ba Fan (Eighteen Incompatibilities), Herb-Drug Interaction
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.
- Pregnancy Contraindication
- Related: Shi Ba Fan (Eighteen Incompatibilities), Adverse Event Reporting
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.
- Herb-Drug Interaction
- Related: CYP450 Enzymes, Bioavailability
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.
- Aristolochic Acid Nephropathy
- Related: Herb Authentication, Adverse Event Reporting
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.
- Pharmacokinetics
- Related: Bioavailability, CYP450 Enzymes
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.
- Bioavailability
- Related: Pharmacokinetics, Herb-Drug Interaction
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.
- CYP450 Enzymes
- Related: Herb-Drug Interaction, Pharmacokinetics
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.
- Liver Function Tests
- Related: Adverse Drug Reaction, Herb-Drug Interaction
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.
- Adverse Drug Reaction
- Related: Adverse Event Reporting, Liver Function Tests
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.
- Informed Consent
- Related: Scope of Practice, SOAP Note
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.
- SOAP Note
- Related: Informed Consent, Protected Health Information
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.
- Protected Health Information
- Related: SOAP Note, Referral
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.
- Adverse Event Reporting
- Related: Adverse Drug Reaction, Herb Authentication
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.
- Referral
- Related: Scope of Practice, Standard of Care
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.
- Scope of Practice
- Related: Licensure, Referral
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.
- Licensure
- Related: Scope of Practice, Standard of Care
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.
- Standard of Care
- Related: Negligence, Licensure
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.
- Negligence
- Related: Standard of Care, Scope of Practice
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.