CARB-TCMPA TCM Practitioner study materials
CARB-TCMPA TCM Practitioner study resources

CARB-TCMPA TCM Practitioner cheat sheet

CARB-TCMPA TCM Practitioner · Keep the key ideas within reach.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Scope of practice: registered TCM practitioners diagnose and treat by pattern differentiation using acupuncture, moxibustion, cupping, herbal formulae, and related modalities within jurisdictional limits.

  • Four examinations (si zhen): inspection (wang), listening/smelling (wen), inquiry (wen), and palpation (qie) are performed in that general order, with tongue and pulse findings weighed against the whole presentation.

  • Eight principles (ba gang): yin/yang, interior/exterior, cold/heat, deficiency/excess - every pattern is first located (interior/exterior) then characterized (cold/heat, deficiency/excess).

  • Zang-fu identification: symptoms are assigned to organ systems by their functional signatures, e.g., Liver governs free flow and sinews, Spleen governs transformation and transportation, Kidney stores essence.

  • Qi, blood, and body fluid patterns: qi stagnation causes distending pain that moves; blood stasis causes fixed, stabbing pain; fluid depletion causes dryness and scanty urine.

  • Six pathogenic factors: wind, cold, summerheat, dampness, dryness, fire - each has a characteristic clinical signature used to explain exogenous onset.

  • Treatment principles (zhi ze) are derived from the pattern, e.g., 'heat is cooled,' 'deficiency is tonified,' 'excess is drained,' and treatment is chosen to match root (ben) and branch (biao).

  • Record-keeping and informed consent: document chief complaint, examination findings, pattern diagnosis, treatment plan, needling points and depth, and any adverse events in the patient record.

  • Infection control: single-use sterile needles, clean field, hand hygiene, and sharps disposal are mandatory; moxa and cupping equipment must be cleaned between patients.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue diagnosis: color reflects heat/cold and blood status; coating reflects stomach qi and pathogens; shape and moisture add detail - e.g., red tongue with yellow greasy coat suggests damp-heat.

  • Pulse diagnosis: 28 classical pulse qualities; common ones include floating (exterior), deep (interior), slippery (phlegm/damp), wiry (Liver/gallbladder), and thin (deficiency).

  • Acupuncture safety: avoid deep needling over the lung apex, avoid points over a full bladder, and use caution in pregnancy at points such as LI4, SP6, and sacral points.

  • Needling sensation (de qi): a subjective ache, distension, or heaviness at the needle indicates arrival of qi and is a clinical endpoint, not a complication.

  • Adverse events: fainting during needling (needle shock) is managed by stopping, removing needles, and positioning the patient supine with monitoring; pneumothorax requires urgent referral.

  • Herbal prescribing: formulae are built with chief, deputy, assistant, and envoy roles; dosage and preparation (decoction, powder, pill) affect delivery and safety.

  • Herbal safety: identify contraindicated herbs in pregnancy (e.g., strong blood-invigorating or toxic herbs), check for drug-herb interactions, and confirm species identity before dispensing.

  • Referral criteria: red-flag presentations such as chest pain, sudden neurological deficit, uncontrolled bleeding, or suspected fracture require immediate medical referral, not TCM treatment alone.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point categories: five-shu points (jing-well, ying-spring, shu-stream, jing-river, he-sea) are used according to classical rules such as 'treat the full with he-sea points.'

  • Front-mu and back-shu points: mu points on the trunk reflect organ pathology; shu points on the back are used to tonify or regulate the corresponding organ.

  • Yuan-source points are used to reinforce the primary organ; luo-connecting points treat disorders of the paired channel and its interior-exterior partner.

  • Treatment planning: select points by pattern, combine local, distal, and empirical points, and adjust needle retention and stimulation (reinforcing vs reducing) to the pattern.

  • Cupping and moxibustion: cupping moves qi and blood and is avoided over broken skin; moxibustion warms and is contraindicated in excess heat patterns and over areas of impaired sensation.

  • Herbal formulae are modified by adding or removing herbs for secondary symptoms while preserving the main therapeutic direction.

  • Case reasoning: state the pattern diagnosis, cite the examination findings that support it, and justify the treatment principle and point or formula selection.

  • Follow-up: evaluate response at each visit, document changes in symptoms and tongue/pulse, and revise the treatment plan when the pattern changes.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Professional boundaries: practice only within the licensed scope, refer out when the presentation exceeds competency, and never promise cure of serious disease.

  • Informed consent must cover the nature of acupuncture and herbal treatment, expected sensations, common adverse effects, and alternatives.

  • Patient privacy: keep records confidential and share clinical information only with authorized parties or as required by law.

  • Jurisdictional rules: registration, continuing education, advertising restrictions, and record retention periods are set by the local regulator and must be verified.

  • Adverse event reporting: document and report serious events per regulatory requirements and inform the patient of what occurred.

  • Herbal dispensing: label formulae with ingredients, dosage, directions, and date; verify patient identity and allergies at each dispensing.

  • Collaboration: communicate with other health professionals when co-managing patients and avoid duplicating or conflicting treatments.

  • Business ethics: fees are disclosed in advance, and financial arrangements must not influence clinical recommendations.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern differentiation is the pivot of practice: the same disease can present as different patterns, and the same pattern can arise from different diseases (tong bing yi zhi, yi bing tong zhi).

  • Root and branch (ben/biao): treat the root in chronic deficiency patterns, treat the branch in acute excess presentations, and treat both when the case is mixed.

  • Interior-exterior and cold-heat combinations produce compound patterns such as 'exterior cold with interior heat,' which require combined release and clearing strategies.

  • Deficiency and excess are not mutually exclusive: mixed deficiency-excess patterns are common in chronic illness and require simultaneous tonification and drainage.

  • Organ relationships: Liver-Spleen (free flow vs transformation), Heart-Kidney (fire-water axis), and Lung-Kidney (qi and fluid regulation) guide combined patterns.

  • Tongue and pulse must be interpreted together with symptoms; a single sign is never diagnostic on its own.

  • Treatment response is monitored by changes in subjective symptoms, tongue and pulse, and function; failure to respond prompts re-evaluation of the pattern.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Herbal preparation methods: decoction (tang), powder (san), pill (wan), and plaster each have different absorption and use; toxic herbs are often prepared to reduce toxicity.

  • Decoction technique: aromatic herbs are added near the end, minerals and shells are decocted first, and some herbs require separate decoction or dissolving.

  • Dosing: adult doses are adjusted for age, constitution, and severity; pediatric doses are reduced and require special caution.

  • Contraindications: pregnancy, lactation, bleeding disorders, and organ impairment restrict many herbs; verify each herb against the patient's condition.

  • Toxic herbs (e.g., aconite, strychnine-containing preparations) require strict dosing, processing, and monitoring, and are restricted in many jurisdictions.

  • Herb-drug interactions: anticoagulants, antihypertensives, and immunosuppressants warrant particular caution with herbal co-administration.

  • Quality control: verify species, source, and absence of adulterants or heavy metals; store herbs dry and protected from pests.

  • Patient education: explain how to prepare and take the formula, expected effects, and when to stop and seek help.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture needle specification: choose gauge and length by point location and body type; longer needles are needed for thick tissue and deeper points.

  • Insertion technique: use tube or freehand insertion with clean technique, and angle the needle according to the point's required depth and direction.

  • De qi is sought but not forced; excessive stimulation can cause pain, bruising, or fainting.

  • Retention time is typically 15-30 minutes and is adjusted for the patient's response and the treatment goal.

  • Electroacupuncture is used for pain and neurological conditions; it is avoided in patients with pacemakers and over the chest of patients with cardiac disease.

  • Moxibustion types: direct, indirect (with ginger or salt), and stick moxa; each delivers different heat intensity and is chosen by the pattern.

  • Cupping methods: stationary, sliding, and flash cupping; monitor for blistering and avoid over bony prominences.

  • Emergency readiness: keep a first-aid kit, know the location of emergency services, and have a written protocol for needle shock and other adverse events.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • History taking: record chief complaint, onset, duration, aggravating and relieving factors, associated symptoms, past history, medications, and allergies.

  • Inquiry categories (shi wen): cold/heat, sweat, head/body, stool/urine, sleep, appetite, chest/abdomen, and for women, menstrual history.

  • Inspection includes spirit, complexion, body habitus, and tongue; a dull complexion or low spirit suggests deficiency or serious illness.

  • Listening and smelling: voice strength, breathing, cough character, and body odor provide clues to deficiency, excess, heat, or dampness.

  • Palpation includes pulse, skin temperature, abdominal palpation, and channel palpation for tender or reactive points.

  • Objective findings must be documented separately from interpretation so that another practitioner can review the reasoning.

  • Symptom clusters are more reliable than single symptoms for pattern differentiation.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture contraindications: severe coagulopathy, anticoagulant therapy (relative), local infection, and uncooperative patients are cautions or contraindications.

  • Pregnancy precautions: avoid strong stimulation of LI4, SP6, GB21, and sacral/lower abdominal points; use minimal needling in the first trimester.

  • Needle depth safety: the posterior thorax over the lungs, the anterior neck, and the suboccipital region require reduced depth and appropriate angle.

  • Bleeding and bruising: apply pressure after removal; persistent bleeding warrants review of coagulation status.

  • Herbal contraindications in pregnancy: strong purgatives, blood-breaking herbs, and toxic herbs are avoided; use only well-established safe formulae.

  • Pediatric cautions: use fewer points, lighter stimulation, and shorter retention; obtain guardian consent.

  • Geriatric cautions: reduced doses, gentler needling, and attention to polypharmacy and fall risk.

  • When in doubt, choose the safer intervention and refer for medical evaluation.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern diagnosis statement format: name the pattern (e.g., 'Liver qi stagnation with Spleen deficiency') and list the supporting signs.

  • Treatment principle follows directly from the pattern: 'soothe the Liver and strengthen the Spleen' matches the example above.

  • Point selection should include at least one local point, one distal point, and one point addressing the underlying pattern.

  • Formula selection follows the same logic: chief herb matches the main pattern, deputies support, assistants address secondary signs, envoy harmonizes.

  • Document the rationale so that outcomes can be audited and the plan revised.

  • Evaluate at follow-up: compare symptom scores, tongue, and pulse to the baseline record.

  • Modify treatment when the pattern shifts; a fixed protocol across visits is a warning sign of poor practice.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Ethical practice: act in the patient's best interest, maintain competence, and disclose conflicts of interest.

  • Consent for minors and impaired adults: obtain consent from a guardian or substitute decision-maker per local law.

  • Advertising: avoid claims of cure for serious disease and avoid misleading or comparative claims.

  • Records: retain per local regulation; records must be legible, dated, signed, and stored securely.

  • Insurance and billing: document services accurately and never bill for services not provided.

  • Cultural safety: respect patient beliefs and language needs, and use interpreters when necessary.

  • Continuing competence: track continuing education hours and maintain current certification and first-aid training.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point location is verified by anatomical landmarks and proportional measurements (cun), not by memory alone.

  • The 12 primary channels and 8 extraordinary vessels form the channel system; the Governing and Conception vessels are used in most treatments.

  • Channel palpation for tenderness or temperature change can reveal the affected channel and guide point selection.

  • Treatment frequency: acute cases may be treated more frequently; chronic cases often weekly, with reassessment after several sessions.

  • Combination therapy: acupuncture plus herbs is common, but the practitioner must monitor for additive effects and interactions.

  • Patient positioning: ensure comfort and access, support limbs, and avoid needling through clothing or over pressure areas.

  • Post-treatment advice: rest, hydration, and reporting unexpected symptoms such as dizziness or shortness of breath.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue regions: tip = Heart/Lung, center = Spleen/Stomach, sides = Liver/Gallbladder, root = Kidney/Intestines.

  • Tongue coating: thin white is normal; thick greasy suggests damp or phlegm; peeled coating suggests stomach yin deficiency.

  • Pulse positions: three positions on each wrist (cun, guan, chi) correspond to upper, middle, and lower body regions.

  • Pulse rate and rhythm: rapid suggests heat, slow suggests cold, irregular rhythm warrants medical evaluation.

  • Inquiry for women: menstrual cycle length, flow, color, clots, and pain are recorded as part of pattern differentiation.

  • Pediatric tongue and pulse findings are less reliable; rely more on history and observation.

  • Re-examine tongue and pulse at follow-up to confirm the pattern is changing as expected.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture adverse events: minor bleeding, bruising, and pain are common; fainting, pneumothorax, and infection are serious and require protocol.

  • Herbal adverse events: gastrointestinal upset is common; allergic reactions and hepatotoxicity require stopping the herb and referral.

  • Documentation of adverse events includes time, intervention, patient response, and follow-up plan.

  • Reporting obligations vary by jurisdiction; know the local requirements before an event occurs.

  • Root-cause review: examine technique, dosing, herb quality, and patient factors to prevent recurrence.

  • Patient communication after an adverse event must be honest, timely, and documented.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture is not a substitute for emergency care; life-threatening presentations go to emergency services first.

  • Relative contraindications to acupuncture include severe needle phobia and unstable cardiac conditions.

  • Herbal formulae should be reviewed when a patient starts a new pharmaceutical to check for interactions.

  • Pregnancy, lactation, and pediatric patients require modified dosing and closer monitoring.

  • Patients with implants, pacemakers, or anticoagulants need individualized technique and dose decisions.

  • Referral letters should state the pattern diagnosis, treatment given, and reason for referral.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern differentiation is a hypothesis that is tested by treatment response and revised at follow-up.

  • Consistency between examination findings, pattern name, treatment principle, and point or formula selection is the core audit standard.

  • Documentation should allow a second practitioner to reproduce the reasoning from the record alone.

  • Outcome measures such as pain scales and function scores supplement tongue and pulse findings.

  • When the pattern and the biomedical diagnosis conflict in urgency, biomedical red flags take priority for referral.

  • Continuing education should target weak areas identified in case review.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Needle shock protocol: stop needling, remove needles, lie the patient supine, elevate legs, monitor vital signs, and call emergency services if recovery is not prompt.

  • Pneumothorax signs: sudden chest pain, shortness of breath, and reduced breath sounds after thoracic needling require urgent referral.

  • Anaphylaxis after herbal ingestion requires emergency services and permanent documentation of the allergen.

  • Infection control breach: stop, clean, and document; notify the patient if exposure occurred.

  • First-aid kit contents should include gloves, gauze, antiseptic, and a written emergency contact list.

  • Drills and protocol review should be done regularly so the response is automatic.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Herbal formula modification follows the principle of 'add for new signs, remove when signs resolve,' while keeping the chief herb and main direction intact.

  • Dose adjustment in the elderly and in children is proportional to body weight and constitution, with conservative starting doses.

  • Decoction instructions must be given in writing, including water volume, cooking time, and number of doses per day.

  • Storage: keep herbs dry, cool, and away from children; discard moldy or pest-infested stock.

  • Dispensing checks: verify the patient's name, formula, dose, and directions before handover.

  • Record any substitution of one herb for another and the reason.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point selection is guided by channel theory, local anatomy, and pattern differentiation together.

  • The five-shu points are used by classical rules: jing-well for fullness below the heart, ying-spring for heat, shu-stream for heaviness, jing-river for cough and dyspnea, he-sea for counterflow qi and diarrhea.

  • Front-mu points are used for acute organ disorders; back-shu points for chronic patterns.

  • Combining yuan-source and luo-connecting points of paired channels treats interior-exterior imbalance.

  • Treatment should be individualized; identical point prescriptions for different patterns indicate poor differentiation.

  • Reassess point selection at each visit based on the current pattern.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Informed consent is an ongoing process, not a one-time signature; revisit it when the treatment plan changes.

  • Capacity assessment: if the patient cannot understand the risks and benefits, obtain consent from the appropriate substitute decision-maker.

  • Document the consent discussion, including alternatives and questions answered.

  • Refusal of treatment must be respected and documented.

  • Confidentiality exceptions include imminent risk to the patient or others and legally mandated reporting.

  • Telehealth encounters require identity verification and confirmation of the patient's location for emergency planning.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue color: pale suggests cold or blood deficiency; red suggests heat; purple suggests stasis.

  • Tongue shape: swollen with teeth marks suggests Spleen qi deficiency and dampness; thin suggests yin or blood deficiency.

  • Pulse quality examples: floating and tight suggests exterior cold; deep and wiry suggests interior Liver pattern; slippery suggests phlegm or damp.

  • Symptoms that localize to a channel (e.g., one-sided headache along the shaoyang channel) guide channel-based point selection.

  • Aggravating factors such as cold, stress, or food intake help identify the pattern.

  • Sleep, appetite, stool, and urine are reliable indicators of Spleen, Stomach, and Kidney function.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture treatment frequency and course length should be planned and documented in advance, with review points.

  • Herbal formulae are typically reviewed after one to two weeks to assess response and adjust.

  • Objective outcome measures (pain, sleep hours, function) are recorded at baseline and follow-up.

  • If no response after a reasonable course, re-examine the pattern and consider referral.

  • Patient adherence should be checked and barriers addressed before concluding treatment failure.

  • Discharge planning includes maintenance advice and criteria for return.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point location uses proportional cun measurements based on body landmarks.

  • Needle angle (perpendicular, oblique, transverse) is chosen by the point's required depth and the underlying anatomy.

  • Avoid needling over inflamed, infected, or scarred skin unless specifically indicated.

  • Moxibustion is contraindicated over the abdomen and lumbosacral region in pregnancy.

  • Cupping is avoided in patients with bleeding disorders or on anticoagulants.

  • Document the modality, points or herbs, duration, and patient response at each visit.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Herbal formulae are named by their chief herb or therapeutic action, and the name should match the pattern being treated.

  • Classical formulae are modified rather than replaced when a secondary pattern appears.

  • Herb identification: verify Latin name, part used, and processing method before dispensing.

  • Adverse herb reactions include rash, nausea, and diarrhea; stop the herb and reassess.

  • Patients should be told which symptoms to report immediately, such as breathing difficulty or severe abdominal pain.

  • Record all herbs dispensed, including over-the-counter products, to detect interactions.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture safety check before needling: confirm identity, consent, allergies, anticoagulants, pregnancy status, and previous reactions.

  • Position the patient to prevent falls and allow monitoring during treatment.

  • Stay within sight or sound of patients during needle retention.

  • Remove all needles and count them before the patient leaves.

  • Document the count and removal, and inspect the site for bleeding.

  • Report and investigate any retained-needle incident immediately.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern differentiation of the same biomedical disease may yield different TCM patterns requiring different treatments.

  • Treatment principles should be stated in classical terms (e.g., 'clear heat and drain fire') and matched to points and herbs.

  • Contradictory findings (e.g., cold signs with a red tongue) prompt a search for mixed patterns or a second examination.

  • Record negative findings that rule out alternative patterns.

  • Peer review of case records improves diagnostic accuracy.

  • Patient education should explain the pattern in plain language and set realistic expectations.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture needles must be sterile, single-use, and disposed of in sharps containers immediately after use.

  • Hand hygiene is performed before and after patient contact and after glove removal.

  • Clean technique includes skin antisepsis at the needle site and a clean field for supplies.

  • Bloodborne pathogen exposure requires washing, reporting, and post-exposure follow-up.

  • Equipment such as cupping sets and moxa tools must be cleaned and disinfected between patients.

  • Follow local public health regulations for clinic sanitation and waste disposal.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue and pulse findings are adjuncts; the diagnosis integrates all four examinations.

  • A single abnormal sign without corroborating symptoms should not drive treatment.

  • Re-examine the tongue under consistent lighting and note coating and moisture.

  • Pulse examination is done with the patient rested and the practitioner's fingers at the correct positions.

  • Record the time of day and recent food or drink intake that may affect the tongue.

  • Compare findings across visits to track pattern change.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture is generally safe when performed by trained practitioners with sterile technique.

  • Serious adverse events are rare but include pneumothorax, infection, and nerve injury.

  • Herbal hepatotoxicity and nephrotoxicity are documented risks with certain herbs and require monitoring.

  • Patients should be asked about all supplements and medications at every visit.

  • Informed consent includes discussion of these risks in proportion to their likelihood.

  • Report serious adverse events to the regulator as required.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point prescriptions should be limited to a manageable number of points per session, adjusted to the patient's strength.

  • Weak or debilitated patients receive fewer points and lighter stimulation.

  • Acute pain may justify stronger stimulation and more frequent visits initially.

  • Chronic deficiency patterns favor gentle tonification and longer courses.

  • Reassess the treatment plan when the patient's constitution or condition changes.

  • Document the rationale for any change in point selection or dose.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Herbal formulae should be prescribed with a clear diagnosis and treatment principle recorded.

  • Check for duplication of herbs with similar actions when combining formulae.

  • Verify doses against pharmacopoeial limits, especially for toxic herbs.

  • Provide written instructions and a contact number for questions.

  • Advise patients to report new symptoms promptly and to stop the formula if a reaction occurs.

  • Review the formula at each follow-up and adjust as the pattern evolves.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture needling depth varies by body region: shallow on the face and chest, deeper on the limbs and buttocks.

  • Avoid needling over major vessels and nerves; palpate landmarks first.

  • Use a tube for insertion when the point is tender or the patient is anxious.

  • Check for needle bending or breakage and remove carefully.

  • If a needle breaks, do not attempt removal blindly; refer for medical evaluation.

  • Document any needle-related incident and the actions taken.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern differentiation is the foundation for both acupuncture and herbal treatment selection.

  • Treatment principles bridge diagnosis and intervention and should be stated explicitly.

  • Safety, consent, and documentation are integral to every clinical encounter.

  • Referral is part of competent practice, not a failure of it.

  • Continuing education and case review maintain competence.

  • Ethical practice protects both patients and the practitioner's registration.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • The four examinations are inspection, listening/smelling, inquiry, and palpation.

  • The eight principles locate and characterize every pattern.

  • Tongue and pulse findings must be integrated with symptoms.

  • Acupuncture and herbal safety require knowledge of contraindications and interactions.

  • Documentation, consent, and referral are core entry-level competencies.

  • Adverse events require immediate action, documentation, and reporting.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Root and branch treatment decisions depend on whether the presentation is acute or chronic.

  • Mixed patterns require combined strategies rather than choosing one extreme.

  • Treatment response is the test of the pattern hypothesis.

  • Patient education supports adherence and safety.

  • Regulatory requirements vary and must be verified locally.

  • Case records are the primary evidence of competent practice.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point location errors are a common cause of adverse events; verify landmarks.

  • Herbal dispensing errors are prevented by double-checking the formula against the prescription.

  • Patient identity verification is required before every treatment or dispensing.

  • Label all dispensed herbs with the patient's name and date.

  • Store records securely and retain them per regulation.

  • Report and investigate any error, and inform the patient.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue diagnosis reflects the condition of the Stomach qi and the state of pathogens.

  • Pulse diagnosis reflects the state of qi, blood, and organ function.

  • Both are interpreted in context and never in isolation.

  • Changes over time are more informative than a single reading.

  • Record findings consistently to allow comparison.

  • Use findings to confirm or revise the pattern diagnosis.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture and herbal medicine are complementary but require separate safety checks.

  • Combined treatment increases the need to monitor for interactions and cumulative effects.

  • Patients should disclose all treatments they are receiving, including from other practitioners.

  • Coordination with other providers prevents duplication and conflict.

  • Document all concurrent treatments in the record.

  • Reassess the combined plan at each visit.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Entry-level competence includes safe needling, safe dispensing, accurate documentation, and appropriate referral.

  • Pattern differentiation must be supported by documented findings.

  • Treatment principles must match the pattern and the intervention.

  • Consent, confidentiality, and ethical conduct are non-negotiable.

  • Adverse events require immediate action and reporting.

  • Continuing education maintains and updates competence.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture point selection should address the chief complaint, the underlying pattern, and associated symptoms.

  • Herbal formulae should be modified for the individual patient rather than prescribed generically.

  • Follow-up intervals should match the acuity of the condition.

  • Objective measures improve the reliability of outcome assessment.

  • Referral criteria should be known in advance.

  • Records should be complete enough for audit and continuity of care.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Inspection begins at first contact and continues throughout the visit.

  • Inquiry should be systematic to avoid missing key symptoms.

  • Palpation includes pulse, abdomen, and channels.

  • Listening and smelling add information about deficiency, excess, and dampness.

  • All findings are recorded before the pattern is named.

  • The pattern name summarizes the findings and guides treatment.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture needles must be removed before the patient leaves the treatment room.

  • Count needles before and after treatment.

  • Inspect the skin for bleeding or bruising after removal.

  • Document any adverse finding and the action taken.

  • Keep emergency equipment and contact numbers accessible.

  • Review protocols regularly with staff.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Herbal formulae should be prescribed with a clear diagnosis and treatment principle recorded.

  • Check for duplication of herbs with similar actions when combining formulae.

  • Verify doses against pharmacopoeial limits, especially for toxic herbs.

  • Provide written instructions and a contact number for questions.

  • Advise patients to report new symptoms promptly and to stop the formula if a reaction occurs.

  • Review the formula at each follow-up and adjust as the pattern evolves.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Acupuncture is generally safe when performed by trained practitioners with sterile technique.

  • Serious adverse events are rare but include pneumothorax, infection, and nerve injury.

  • Herbal hepatotoxicity and nephrotoxicity are documented risks with certain herbs and require monitoring.

  • Patients should be asked about all supplements and medications at every visit.

  • Informed consent includes discussion of these risks in proportion to their likelihood.

  • Report serious adverse events to the regulator as required.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Tongue and pulse findings are adjuncts; the diagnosis integrates all four examinations.

  • A single abnormal sign without corroborating symptoms should not drive treatment.

  • Re-examine the tongue under consistent lighting and note coating and moisture.

  • Pulse examination is done with the patient rested and the practitioner's fingers at the correct positions.

  • Record the time of day and recent food or drink intake that may affect the tongue.

  • Compare findings across visits to track pattern change.

Quick reference

TCM Practitioner Entry-Level Occupational Competencies

  • Pattern differentiation is a hypothesis that is tested by treatment response and revised at follow-up.

  • Consistency between examination findings, pattern name, treatment principle, and point or formula selection is the core audit standard.

  • Documentation should allow a second practitioner to reproduce the reasoning from the record alone.

  • Outcome measures such as pain scales and function scores supplement tongue and pulse findings.

  • When the pattern and the biomedical diagnosis conflict in urgency, biomedical red flags take priority for referral.

  • Continuing education should target weak areas identified in case review.