Telehealth Literacy and Diagnosis Essentials

The 1st of a 4-part series:

Part one: 

Learn the foundations of running a successful telehealth practice. Whether you plan to fully pivot your practice, or create a hybrid model, this course will cover everything you need to get it set up.  

We’ll go over basic set-up: from HIPAA compliant platforms, good lighting and being zoom ready. We’ll cover legal and insurance concerns. 

But most important: Telehealth is not like a face to face intake: To do it well you need to adapt. Hone your inquiry and observational skills and build confidence in yourself to help people in a meaningful and effective way.

Part two: 

Learn a process to slow your thinking, unpack complex cases to diagnose patients, write formulas with confidence and modify them so they’re spot on

My slow diagnosis method is a step by step process to deconstruct tricky cases to their core components to eliminate confusion. 


Introduction; Overview of program: Each weekend and survey through internal medicine focusing on common clinical complaints

  • Platforms: quick overview: 

  • Physical set-up: 

  • HIPAA compliant platforms

  • Easily functional note taking process: 

  • Maintaining photographic records- partnering with patients

  • Scheduling follow up care and Treatment plans: Factoring in shipping time to patient care. 

  • Legal and Insurance limitations

  • Red Herrings: limits and contraindications of telehealth

  • Essential skills: Inquiry and observational diagnosis

    • Other clues: facial color, skin texture, nasal, eyes, 

    • Partnering with patients for pictures

    • Thoughtful Inquiry: 

    • Tongue, shape, color, coating. 

    • Shen- Assessing it on telehealth

    • Web-side manner , engagement, eye contact and rapport: 



  • Acute vs Chronic conditions

  • Administration: what’s best for your practice? 

    • Granules: conversion charts

    • Liquid: conversion charts

    • Raw: simplify with large, big-bag method

    • Maintaining your own dispensary or having formulas fulfilled. 

  • Logistics: Shipping lags: what should be on hand

    • Essentials for colds and flu

    • Essentials for digestive disorders

    • Essentials for Gynecology

    • Essentials for pain

    • Essentials for anxiety, depression and insomnia

    • What's your niche and what you need to keep on hand 


Open discussion: questions. Invitation to private discussion boards, student resources, vendors. Roundup and key reflective questions.


Preparing for inquiry-based diagnosis: 

  • how to ask questions to lead to clear diagnosis. Best to have a philosophical center, which can be TCM or classical. However, the clearer you are in pathogenesis, the clearer your inquiry is, resulting in diagnostic clarity. 

  • location location location: Organ, channel, 6 warps, 4 levels. 

  • Organizing your thinking: Clinical prioritizing; root, branch or both? 

  • Slow down your brain: What's true. What's not? 

  • Treating what you see. Avoiding fitting patients into your presumptions: 


Photo presentations: Signs of Heat, Cold, Blood Stasis and Dampness on the tongue and facial cues. Interactive Worksheets


Reflective exercise and dialogue based on the intake: Where did you get tripped up? 



Historical frames of reference for dosing: 

  • examples of formulas that change when dosing changes: Understanding the story with dosages; gui zhi tang: xiao jian zhong tang. Bai Hu Tang: chai ge jie ji tang, zhu ye shi gao tang

  • Unpack and deconstruct: A dive into the architecture of a formula. 

  • Herbal best friends and typing:

  • Cold, Stuck, weak, combined

  • Differentiating common symptoms: Cold hands and feet, sweat, loose stool

  • Roundup and key reflection questions


Open discussion: questions. Invitation to private discussion boards, student resources, vendors. Roundup and key reflective questions 

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