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