CALL US: 210-449-2168 | EMAIL US:
Close this search box.

From Intake to Wellness: Clinical Case Management for the Herbalist – 2024

Registration Ends April 8, 2024
Start Date: Mar 25
Start Time: 7:00 pm
End Time: 9:00 pm

This is an online course. You can participate from anywhere you have an internet connection.

This 6-week module is designed to increase the clinical herbalist’s proficiency of managing clinical cases and improving client outcomes through weekly study and practice of developing SOAP notes and wellness plans for clients.

How can we develop effective protocols for our clients? How do we integrate our botanical formulas into a wellness strategy that meets the client’s health goals? Many cases require us to evaluate and modify our botanical formulas over time as the client progresses through multiple stages of healing. How do we predict when a client should see improvement?

The successful clinical herbalist must integrate knowledge of the materia medica, anatomy and physiology, health and disease pattern, functional assessment, psycho-social variables and more to have a successful outcome through botanical therapies. This course will take the student through the different steps of integrating these areas to create a successful case, whether a clinic walk-up client with a single consultation, or a client following a longer-term strategy with multiple follow-ups.

We will develop strategies and tools for management of clinical cases ranging from the simple or acute (e.g. urinary tract infection) to the complex and chronic (e.g. SIBO, autoimmune diseases, metabolic syndrome) and practice intakes, SOAP notes and wellness plans.

Broken into modules for easy learning and systematic value, this course takes a complex subject and makes it immediately applicable for the clinical student. Homework assignments and live classes allow the student to participate and understand how to link their pathophysiology knowledge with questions, herbal formulations and protocols. The student will also learn how to develop and apply tools which can be used in their own practice.

Course No. CLIN-L2-2220  Course Hours: 36

Topics include:

  • Preparation for the consultation or clinic
  • Conducting comprehensive client interviews and time constraints
  • Writing SOAP notes
  • Creating and interpreting food diaries, symptom trackers and other tools
  • Assessing secondary data (labs, current medications and supplements)
  • Developing the botanical protocol (or series of protocols)
  • Designing a wellness strategy
  • The wellness plan as a client communication tool
  • Predicting outcomes and follow-up care
  • Preparing and presenting a case study

To pay with Venmo, E-invoice, check or money order, please contact us here:


Course No. CLIN-L2-2220  Course Hours: 36

Course Start Date: March 25th, 2024.

Registration for this course closes on April 8th, 2024.

Tentative Live Class Schedule:

*Live classes are scheduled for 7pm central time and will be recorded. This schedule is subject to change.

Class #1: 4/8

Class #2: 4/15

Class #3: 4/22

Class #4: 4/29

Class #5: 5/6

Course materials will be opened for download each Monday afternoon. Weekly live sessions will be held to review homework assignments and for Q&A.

Course contact hours: 24 plus12 homework hours for a total 36 credit hours.

Course access will close 4 weeks after the end of the course.

Prerequisites: This course is designed for Level 2 Clinical Herbalism students. Students need to have taken Herbal Medicine for Professionals, and/or Botanical Functional Medicine, and completed most if not all of the Level 1 requirements.

Prerequisites, recommended but not required: The Digestive System for Herbalists, The Liver (Hepatic System) for Herbalists, Clinical Nutrition, Infection and Wound Management.


Regular Tuition: $245 (Online processing fees apply)

Check/E-Invoice/Money Order Tuition: $245 (No processing fees)


Schedule A Call

Thank you for your interest in Herbal Medics Academy! Kindly fill out this form to schedule a call with an HMA team member.

We hate spam as much as you do and promise to keep your email address safe. By opting in, you agree to being sent correspondence by the HMA team.