| 1. Confirm formal professional training | Ask whether the practitioner completed structured education in Chinese herbal medicine, including diagnosis, materia medica, formula preparation, safety, and clinical practice. | A verifiable diploma, degree, supervised clinical training, or recognized professional qualification relevant to the country of practice. | Herbal formulas require knowledge of identification, dosage, interactions, contraindications, and individualized treatment. | The practitioner cannot describe their education, relies only on short informal courses, or claims that training is unnecessary. |
| 2. Verify licensing or legal registration | Check the rules of the local health authority or professional regulator. Legal requirements differ by country, state, province, and scope of practice. | A current license or registration number that can be independently confirmed through an official public register, where such a system exists. | Licensing or registration may establish minimum education, ethical, and safety requirements and may provide a channel for complaints. | The practitioner refuses verification, uses an expired credential, or presents membership in an association as a substitute for a legally required license. |
| 3. Assess clinical experience | Ask how long they have practiced, how often they treat cases similar to yours, and whether they work within a defined professional scope. | Clear answers about supervised practice, continuing education, treatment records, and referral procedures, without revealing other patients' private information. | Experience can improve assessment and monitoring, but it should complement—not replace—appropriate training and regulation. | Guaranteed cures, claims to treat every condition, or pressure to stop prescribed medical treatment. |
| 4. Review safety and medication procedures | The practitioner should ask about prescription medicines, supplements, allergies, pregnancy, breastfeeding, kidney or liver disease, and other relevant health conditions. | A documented intake, medication review, informed consent, dosage instructions, and a plan for monitoring adverse effects. | Herbal products can cause side effects and may interact with medicines, including medicines affected by bleeding risk, sedation, blood pressure, or blood sugar. | No health-history questions, vague dosing, advice to conceal herbal use from a doctor, or dismissal of possible interactions. |
| 5. Check product quality and traceability | Ask how herbs are sourced, identified, stored, prepared, and labeled, and whether the product has a batch or lot reference. | Readable labels with ingredients, quantity, preparation or dosage instructions, storage conditions, expiration information, and supplier traceability where applicable. | Correct identification and contamination controls reduce risks from adulteration, substitution, microbes, heavy metals, pesticides, or undeclared medicines. | Unlabeled powders, damaged packaging, unclear ingredients, expired products, or promises that “natural” means automatically safe. |
| 6. Look for responsible communication and referral | A reliable practitioner should explain the proposed approach, expected benefits, limitations, costs, and when conventional medical evaluation is needed. | Written instructions, realistic claims, respectful answers, privacy procedures, and willingness to communicate with other healthcare professionals when appropriate. | Clear communication supports informed decisions and helps prevent delays in diagnosing urgent or serious conditions. | Fear-based sales tactics, secrecy, guaranteed results, or instructions to avoid emergency care or qualified medical advice. |
| 7. Compare credentials, costs, and follow-up care | Compare several qualified practitioners based on credentials, consultation process, treatment plan, product costs, follow-up schedule, and cancellation policies. | A transparent written fee structure, reasonable follow-up plan, accessible contact method, and clear process for reporting side effects or concerns. | A transparent process makes it easier to evaluate value, maintain continuity, and respond promptly if a problem occurs. | Large prepaid packages, escalating costs without explanation, pressure to purchase unnecessary products, or no follow-up after treatment begins. |