| Legal authorization to practise | A current license, registration, or other legally recognized authorization required in the place where consultations and herbal services are provided. | Search the relevant public regulator’s online register and confirm the practitioner’s name, status, expiry date, and any published restrictions. | Chinese herbal medicine is regulated differently by country, state, province, and territory. A practitioner may be legally authorized in one location but not another. | Essential |
| Formal education in Chinese medicine | Documented education in Chinese herbal medicine and related subjects such as diagnosis, acupuncture theory, biomedical sciences, pathology, safety, and clinical practice. | Ask for the qualification title, awarding institution, study dates, curriculum outline, and whether supervised clinical training was included. | A short weekend course or general wellness certificate is not equivalent to comprehensive professional training. | Essential |
| Herbal-medicine scope of practice | Training that specifically covers internal herbal prescriptions, formula modification, contraindications, herb identification, preparation methods, and patient monitoring. | Request a clear description of the practitioner’s herbal training rather than relying only on a broad title such as “natural therapist” or “holistic practitioner.” | Herbal prescribing requires different knowledge from massage, nutrition coaching, or non-prescribing wellness services. | Essential |
| Supervised clinical experience | Evidence of supervised patient consultations and casework completed as part of formal training or recognized postgraduate practice. | Ask how many supervised clinical hours were completed, what conditions were treated, and who provided the supervision. | Clinical supervision helps develop safe history-taking, pattern assessment, dosage decisions, referral judgment, and follow-up practices. | Important |
| Continuing professional development | Recent learning in areas such as herb–drug interactions, pregnancy safety, liver and kidney risk, contamination control, and changes in local regulation. | Ask for examples of recent courses, seminars, case discussions, or documented professional learning completed during the last few years. | Evidence and regulations change, and ongoing education is especially relevant when clients use prescription medicines or have chronic conditions. | Important |
| Professional liability coverage | Current professional indemnity or malpractice insurance appropriate to the services being offered, where such coverage is available or required. | Ask whether the policy covers Chinese herbal consultations, dispensing, advice about interactions, and the practitioner’s current location. | Insurance does not prove clinical competence, but it indicates that the practitioner operates within a formal professional framework. | Important |
| Health and medication screening | A consultation process that records diagnoses, allergies, pregnancy status, current medicines, supplements, laboratory information when relevant, and treatment goals. | Before accepting treatment, ask whether a full health history and medication review are performed. | Herbs can produce adverse effects and may interact with medicines. Screening is a basic part of risk management. | Essential |
| Communication with other clinicians | Willingness to coordinate with a physician, pharmacist, or other qualified healthcare professional when a client has complex medical needs. | Ask how the practitioner handles referrals, urgent symptoms, conflicting treatment plans, and requests for treatment information. | Collaborative care can reduce avoidable risks, especially for people using anticoagulants, immunosuppressants, diabetes medicines, or multiple prescriptions. | Important |
| Transparent herb sourcing | Traceable information about herb identity, ingredient list, batch or lot details, storage conditions, expiry information, and quality testing where applicable. | Ask whether products are sourced through documented suppliers and whether testing addresses identity, contamination, heavy metals, pesticides, and undeclared pharmaceutical ingredients. | Quality problems can include misidentification, adulteration, contamination, poor storage, and inaccurate labeling. | Essential |
| Clear treatment records and consent | Written information about the assessment, proposed formula or ingredients, directions, expected benefits, possible risks, fees, and follow-up plan. | Check whether the practitioner provides a receipt, written instructions, and a way to report adverse reactions or ask follow-up questions. | Good documentation supports informed consent, continuity of care, and prompt action if a problem occurs. | Important |
| Evidence-based claims | Balanced explanations that distinguish traditional use, clinical experience, and scientific evidence without promising guaranteed results. | Be cautious of claims that one formula can cure many unrelated diseases or replace all prescribed treatment. | No practitioner can guarantee outcomes, and misleading health claims are a significant warning sign. | Check Carefully |
| Referral and emergency boundaries | A clear policy for referring clients to urgent or conventional medical care when symptoms exceed the practitioner’s scope. | Ask what happens if there is severe pain, breathing difficulty, fainting, heavy bleeding, high fever, sudden weakness, or another urgent symptom. | Herbal consultations should not delay emergency assessment or necessary medical diagnosis. | Essential |
| Warning signs of unreliable practice | No verifiable license where one is legally required, refusal to discuss training, pressure to buy large quantities, secret ingredients, or instructions to stop prescribed medicine without medical coordination. | Pause treatment and seek an independent opinion if any of these signs appear. | These behaviors make qualifications, product quality, and patient safety difficult to verify. | Avoid or Verify |