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User Information
Full Name
Gender
Age
Country
Address
Email
Phone
Alternative Contact
Part 1: Basic Information
Physical Condition:
Height
Weight
Body Temperature
Heart Rate
Blood Pressure
Nature of Work:
Occupation
Sedentary Office Work
Manual Labor
Standing Work
Frequent Business Trips
Home-based
Other
Marital & Parental Status:
Single
Married
Trying to Conceive
Has Children
Other
Living Environment:
Urban
Suburban
Rural
Coastal
Inland
Other
Part 2: Chief Complaint & Health Goals
Main Illness Description
Past Medical History
2.1 Disease Course & Main Health Concerns (Please rank by severity, 1 being the most severe)
Concern 1: Problem Duration Severity (1-10)
Concern 2: Problem Duration Severity (1-10)
Concern 3: Problem Duration Severity (1-10)
Common Options for Reference:
Sleep Issues
Mood Issues
Digestive Issues
Fatigue
Headache
Menstrual Issues
Skin Issues
Weight Issues
Poor Immunity
Pain (Neck/Shoulder/Lower Back/Joints)
Other
Regimen Goals:
Symptoms completely disappear
Symptoms significantly improve
Improve constitution, prevent recurrence
Health maintenance, anti-aging
Other
Expected Regimen Duration:
1 month (short-term)
3 months (one constitution adjustment cycle)
6 months (deep conditioning)
Long-term maintenance
Unsure
Part 3: Cold/Heat & Sweating
3.1 Cold/Heat Sensation
Overall, do you feel more sensitive to cold or heat?
Sensitive to Cold
Sensitive to Heat
Both
No Significant Imbalance
Areas sensitive to cold:
Whole Body
Hands/Feet
Back
Abdomen
Knees
Other
Degree of cold sensitivity:
Dress more than others
Dress less than others
Need extra heating
Need long sleeves even in summer
Areas sensitive to heat:
Whole Body
Palms/Soles
Chest
Head
Other
Type of heat sensation:
None
Afternoon tidal fever
Heat in palms, soles, chest
Paroxysmal flushing heat
Sensitive to air conditioning/fans?
No discomfort
Feel uncomfortable when blown
Must have it on
Sensitive to wind
Hands and feet in winter:
Warm
Cold
History of frostbite
Hands and feet in summer:
Normal
Hot palms/soles
Sweaty palms
3.2 Sweating
Overall sweat volume:
Normal
Excessive
Scant
Almost no sweating
When do you sweat easily?
Profuse sweating with slight movement
Sweating while eating
Night sweats
Daytime sweating without cause
Sweating when nervous
Sweating areas:
Whole Body
Head/Face
Palms/Soles
Back
Chest
Underarms
Sweat characteristics:
Thin and watery
Sticky
Yellowish
Foul odor
Feeling after sweating:
Comfortable
Sensitive to wind/cold
Fatigued
No specific feeling
Part 4: Head, Face & Spirit
4.1 Head
Do you have headaches?
No
Yes
Headache location:
Forehead
Back of head
Temples (both sides)
Top of head
Whole head
One side
Headache nature:
Distending pain
Stabbing pain
Empty pain
Heavy pain
Dull pain
Throbbing pain
Headache timing:
Morning
Afternoon
Evening
Unpredictable
After exertion
After emotional changes
Do you have dizziness?
No
Yes
Dizziness nature:
Spinning sensation (vertigo)
Lightheadedness
Blackouts before eyes
Feeling of heaviness/fogginess
Dizziness timing:
When getting up or lying down
When standing up after sitting long
Persistent
4.3 Thirst & Drinking
Do you feel thirsty?
Not thirsty
Thirsty, desire to drink
Thirsty, no desire to drink
Dry mouth but not thirsty
Preferred drink temperature:
Ice water
Cold water
Warm water
Hot water
Indifferent
Daily water intake?
Normal
High
Low
Feeling after drinking water:
Quenches thirst
Still thirsty
Abdominal bloating
Increased urination
4.4 Ears & Hearing
Is your hearing normal?
Normal
Slightly decreased
Significantly decreased
Deafness
Do you have tinnitus?
No
Yes
Tinnitus sound:
Cicada-like
Buzzing
Machinery sound
Pulsatile (like heartbeat)
Tinnitus persistence?
Continuous
Intermittent
Worsens after exertion
Do you have a feeling of fullness in the ears?
No
Yes
4.5 Spirit & Mentation
Mental state:
Energetic
Easily fatigued
Sleepy/Hypersomnia
Irritable
Low mood
Anxious/Tense
Loss of interest
Lack of concentration
Forgetfulness
Characteristics of fatigue:
Energetic in morning, tired in afternoon
Fatigued all day
Worsens after activity
Not relieved by rest
Other conditions:
Palpitations
Chest tightness/shortness of breath
Inner restlessness
Easily startled
Frequent sighing
Memory:
Normal
Short-term memory decline
Long-term memory decline
Part 5: Sleep
Average bedtime:
:
How long does it take to fall asleep?
<20 minutes
20-40 minutes
40-60 minutes
>60 minutes
Characteristics of difficulty falling asleep:
Racing thoughts, can't stop
Physical restlessness
No obvious reason
Number of nighttime awakenings:
0 times
1-2 times
3-4 times
>4 times
Can you fall back asleep after waking?
Easily
With difficulty
Cannot fall back asleep
Do you have vivid dreams?
No
Yes, occasionally
Yes, frequently
Many nightmares
Do you snore?
No
Mild
Severe
Have apnea (wake up gasping)
Morning feeling upon waking:
Refreshed
Still tired
Head feels foggy/heavy
Dry mouth/bitter taste
Puffy eyelids
Level of daytime sleepiness:
None
Mild
Moderate
Severe (unintentionally dozing off)
Average sleep duration:
Approximately hours/day
Do you take naps?
Never
Occasionally
Frequently minutes
Do you take sleep aids?
No
Western medicine
Chinese herbs/Supplements
Part 6: Appetite & Taste
Appetite:
Normal
Increased appetite
Poor appetite
Feel bloated after eating a little
Hungry but no desire to eat
Food intake:
Normal
High
Low
Post-meal reactions:
No discomfort
Bloating
Belching
Acid reflux
Nausea
Immediate sleepiness
Regurgitation
Food preferences:
Prefer hot drinks/food
Prefer cold drinks/food
Prefer sweet
Prefer spicy
Prefer salty
Prefer sour
Prefer greasy
No strong preference
Do you crave specific foods?
No
Meat
Sweets
Fried foods
Raw/cold foods
Spicy foods
Drinking habits:
Drink a lot
Drink little
Normal
Only drink when thirsty
Preferred beverages:
Warm/Hot water
Cold water
Ice water
Tea
Sugary drinks
Do you feel thirsty?
No
Thirsty, desire to drink
Thirsty, no desire to drink
Dry mouth but not thirsty
Do you have a bitter taste in mouth?
No
In the morning
After meals
All day
Do you have bad breath?
No
Yes
Do you have acid reflux or heartburn?
No
Occasionally
Frequently
Part 7: Bowel Movement & Urination
7.1 Bowel Movement (Stool)
Frequency:
Once daily
2-3 times daily
Once every 2 days
Less than once every 3 days
>3 times daily
Typical time:
Morning
After meals
Irregular
Stool consistency:
Formed
Dry/Hard
Loose/Soft
Hard first, then loose
Watery
Sticky (adheres to toilet)
Stool color:
Brownish-yellow
Black
Blood-streaked
Green
Grayish-white
Sensations during defecation:
Smooth
Straining
Sensation of incomplete evacuation
Rectal heaviness/prolapse feeling
Do you experience abdominal pain before diarrhea?
No
Yes
Do you use laxatives?
No
Yes
7.2 Urination
Urine color:
Light yellow
Dark yellow
Clear like water
Reddish
Cloudy
Urination frequency:
Normal during day
Frequent during day
Nighttime urination times/night
Sensations during urination:
Smooth
Burning sensation
Pain/Strangury
Feeling of incomplete emptying
Excessive foam
Do you have urinary incontinence/enuresis?
No
Yes (with cough/sneeze/jump)
Bedwetting (nocturnal enuresis)
Part 8: Chest, Abdomen, Back & Limbs
8.1 Chest
Do you have chest tightness?
No
Occasionally
Frequently
Do you have chest pain?
No
Yes
Location of chest pain:
Precordial area
Retrosternal
Both sides
Do you have palpitations?
No
Yes
Triggers for palpitations:
Exertion
Emotions
Fasting/Empty stomach
No trigger
Do you have hypochondriac pain/distension?
No
Yes
Location of hypochondriac pain:
Left side
Right side
Both sides
Is it related to emotions?
Yes
No
8.2 Abdomen
Do you have abdominal bloating?
No
After meals
All day
Relieved after passing gas
Do you have abdominal pain?
No
Yes
Location of abdominal pain:
Epigastric (stomach area)
Periumbilical (around navel)
Lower abdomen
Whole abdomen
Nature of abdominal pain:
Dull ache
Distending pain
Stabbing pain
Cold pain
Is abdominal pain relieved or worsened by pressure?
Relieved by pressure
Worsened by pressure
No specific
Does the abdomen prefer warmth or coolness?
Prefers warmth
Prefers cool
Do you feel any abdominal masses?
No
Yes
8.3 Back and Limbs
Do you have lower back soreness or pain?
No
Yes
Nature of lower back soreness/pain:
Soreness
Pain
Cold feeling
Heaviness
Characteristics of lower back pain:
Worsens after exertion
Relieved by rest
Worsens at night
Relieved by activity
Do you have upper back pain?
No
Yes
Location of back pain:
Upper back
Lower back
Sensations in limbs:
Normal
Numbness
Heaviness
Aching pain
Weakness
Joint condition:
Normal
Pain
Swelling
Limited range of motion
Do you have edema (swelling)?
No
Yes
Location of edema:
Eyelids
Hands
Ankles
Lower legs
Timing of edema:
Morning
Afternoon
All day
Part 9: Female Specific (Optional)
Age at menarche:
Menstrual cycle:
Regular (___ days)
Short cycles (early)
Long cycles (delayed)
Completely irregular
Menstrual flow duration:
Menstrual flow volume:
Normal
Heavy
Light
Prolonged spotting
Menstrual blood color:
Bright red
Dark red
Pale red
Dark brown/Black
Menstrual blood consistency:
Normal
Thin/Watery
Thick/Sticky
Many clots
Dysmenorrhea (painful periods):
No
Yes (before period)
Yes (during period)
Yes (after period)
Mild
Moderate
Severe
Premenstrual syndrome (PMS):
No
Breast tenderness/swelling
Mood swings
Headache
Edema
Acne
Date of last menstrual period:
Vaginal discharge (Leukorrhea) volume:
Normal
Excessive
Scant
Vaginal discharge color:
White
Yellow
Yellow-green
Blood-streaked
Vaginal discharge consistency:
Thin/Watery
Thick/Sticky
Curd-like (like cottage cheese)
Frothy
Vaginal discharge odor:
None
Fishy odor
Foul odor
Are you pregnant or breastfeeding?
No
Pregnant (___ weeks)
Breastfeeding (___ months postpartum)
Are you perimenopausal?
No
Yes
Gynecological history:
Female In-depth Supplement
Number of pregnancies:
Number of deliveries:
Vaginal delivery
C-section
Number of miscarriages:
Spontaneous
Induced
Postpartum hemorrhage?
No
Yes
Postpartum depression?
No
Yes
Currently breastfeeding?
Breast condition after weaning:
Normal
Sagging
Atrophy
Nodules
Menopausal stage:
Not reached
Perimenopausal
Postmenopausal (___ years)
Menopausal symptoms:
Hot flashes
Night sweats
Insomnia
Mood swings
Vaginal dryness
Decreased libido
Do you use Hormone Replacement Therapy (HRT)?
No
Yes
Part 10: Male Specific (Optional)
Do you have soreness and weakness in lower back and knees?
No
Mild
Moderate
Severe
Do you have frequent night urination?
0 times
1 time
2 times
3 times or more
Do you have decreased energy?
No
Mild
Moderate
Severe
Changes in sexual function:
Normal
Decreased libido/function
Other
Prostate issues:
No
Frequent/urgent urination
Difficulty urinating
Perineal pain/distension
Male In-depth Supplement
Prostate examination history:
None
Prostatitis
Benign prostatic hyperplasia (BPH)
Elevated PSA
Urinary symptoms:
Frequent urination
Urgent urination
Painful urination
Weak stream
Hesitancy (waiting to start)
Post-void dribbling
Sexual function:
Normal
Decreased libido
Erectile dysfunction
Premature ejaculation
Painful ejaculation
Semen color:
Grayish-white
Yellowish
Blood-tinged
Semen volume:
Normal
Low
Testicular condition:
Normal
History of undescended testicle
Atrophy
Nodule/Mass
Part 11: Pediatric Specific (Optional)
Infant feeding method:
Breastfeeding
Formula feeding
Mixed feeding
Teething status:
Normal
Delayed months
Crying or startling during sleep?
No
Yes
Does the child have night crying?
No
Yes
Does the child get colds/fever easily?
Rarely
Occasionally
Frequently
Part 12: Medical History & Medications
12.1 Past Medical History
Past medical history:
None
Hypertension:
Hypertension for years
Blood pressure control:
Good
Fair
Poor
Diabetes:
Diabetes for years
Diabetes control:
Good
Fair
Poor
Other conditions:
High cholesterol
Heart disease
Liver disease
Kidney disease
Thyroid disease
Gout
Anemia
Stomach conditions:
Gastritis
Gastric ulcer
GERD (reflux)
Mood-related:
Anxiety/Depression
Diagnosed
Under treatment
Tumor/Cancer:
Tumor/Cancer
Surgery history:
Surgery history
Injury/Trauma history:
Injury history
Allergy history:
Medication
Food
Pollen
Other
12.2 Current Medications
Medication 1:
Name
Dosage
Duration
Reason
Medication 2:
Name
Dosage
Duration
Reason
12.3 Supplements/Chinese Herbs
Supplements/Chinese Herbs:
Name
Dosage
Duration
Part 13: Lifestyle Habits
13.1 Smoking & Alcohol
Smoking:
Never
Occasionally
Regularly (, for )
Alcohol consumption:
Never
Occasionally ()
Regularly ()
13.2 Exercise
Exercise frequency:
Almost never
1-2 times/week
3-5 times/week
Daily
Type of exercise:
Walking
Running
Swimming
Yoga
Gym/Strength training
Ball sports
Tai Chi
Baduanjin (Qigong)
Other
Duration per session:
Exercise intensity:
Light
Moderate
Vigorous
13.3 Work & Stress
Working hours: Average
Self-rated stress level (1-10):
Main sources of stress:
Work
Family
Financial
Health
Relationships
Other
Stress coping mechanisms:
Talking it out
Exercise
Eating
Shopping
Drinking alcohol
Smoking
Keeping it bottled up
13.4 Other
Do you often stay up late?
Never
Occasionally
Frequently
Do you frequently travel for work or experience jet lag?
No
Yes (frequency: )
Do you come into contact with harmful substances?
No
Yes ()
Part 14: Tongue Diagnosis (Please take photos)
📌 Photo Guide: Take photos in natural light, no filters, open mouth and extend tongue fully, best taken in the morning on an empty stomach before brushing teeth.
Tongue body color:
Light red
Pale white
Red
Deep red (Crimson)
Purplish dark
Bluish purple
Tongue coating thickness:
Thin
Thick
Tongue coating color:
White
White and greasy
Yellow
Yellow and greasy
Gray/Black
No coating
Tongue coating moisture:
Moist
Dry
Slippery (excess moisture)
Greasy
Curdy-like
Peeled/Geographic
Tongue body shape:
Normal
Swollen/Fleshy (Fat)
Thin/Emaciated
Teeth marks on edge
Cracked
Stiff/Prickly (with red spots)
Deviated (tilts to one side)
Trembling
Sublingual veins:
Not prominent
Visible
Dilated/Tortuous/Bluish-purple
Other description:
Tongue surface photo:
[Photo upload]
Sublingual vein photo:
[Photo upload]
Part 15: Abdominal Palpation
Abdominal Palpation Examination
Overall abdominal shape:
Flat
Protruding
Sunken
Asymmetric
Other
Area of abdominal distension:
Whole abdomen
Upper abdomen
Lower abdomen
Periumbilical
Hypogastrium (lower sides)
Abdominal wall tension:
Normal
Soft
Tense
Rigid (board-like)
Lax
Tenderness and rebound tenderness:
No tenderness
Tenderness in upper abdomen
Tenderness in lower abdomen
Tenderness periumbilical
Tenderness in hypogastrium
Tenderness whole abdomen
Rebound tenderness
Abdominal mass:
No mass
Mass present (describe)
Temperature on abdominal palpation:
Warm
Hot
Slightly cool
Cold
Palpable pulsations:
No pulsation
Pulsation above navel
Pulsation below navel
Pulsation around navel
Bowel sounds:
Normal
Active
Hyperactive
Diminished
Absent
Signs of ascites (fluid):
No ascites
Shifting dullness positive
Fluid wave positive
Other abdominal findings:
Part 16: Pulse Diagnosis
PositionLeft HandRight Hand
Cun (Heart/Lung)
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Guan (Liver/Spleen)
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Chi (Kidney/Kidney)
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Superficial
Middle
Deep
Slow
Moderate
Rapid
Very Rapid
Forceful
Weak
Large
Thin
Wir/Tense
Slippery
Choppy/Rough
Tight
Soft/Floating-weak
Weak/Deep-thin
Overall pulse pattern assessment:
Part 17: Auscultation & Olfaction (Voice & Odor)
17.1 Voice Characteristics
Voice volume:
Normal
Loud/Resonant
Low/Weak
Fluctuating
Speech rate:
Normal
Fast
Slow
Irregular
Voice timbre:
Clear/Bright
Hoarse
Deep/Muffled
Sharp
Flat/Muffled
Speaking breath support:
Adequate
Shortness of breath when speaking
Weak voice
Cough sound:
None
Dry cough
Deep/Muffled cough
Weak cough
Breathing sounds:
Smooth/Steady
Rough/Loud
Soft/Weak
Wheezing
Bowel sounds:
Normal
Active
Hyperactive
Diminished
Hiccups/Belching:
None
Occasional
Frequent (odorless)
Frequent (sour/putrid odor)
17.2 Odor Characteristics
Breath odor:
None
Sour/Putrid odor
Foul odor
Fruity (like rotten apple)
Sweat odor:
Odorless
Sour
Fishy
Foul
Body odor:
None/Unremarkable
Noticeable odor
Stool odor:
None/Unremarkable
Foul
Sour
Urine odor:
None/Unremarkable
Ammonia-like
Sweet
Part 18: Hand & Ear Diagnosis (Optional)
18.1 Hand Diagnosis
Palm color:
Rosy/Moist
Pale
Dark red
Yellowish
Bluish
Purplish
Palm temperature:
Warm
Cold
Hot/Damp heat
Palm moisture:
Dry
Moist
Excessively sweaty
Nail shape:
Smooth and glossy
Vertical ridges
Horizontal ridges
Spoon-shaped (concave)
Brittle/Easily cracked
Thickened
Nail color:
Pink
Pale
Purplish
Yellowish
Dark lines
Lunula (half-moons):
8-10 on both hands
Few/Scant
Overly large
Bluish tint
Thenar eminence (thumb base):
Full/Developed
Flat
Bluish discoloration
Hypothenar eminence (pinky base):
Normal
Redness
18.2 Ear Diagnosis
Ear color:
Rosy/Moist
Pale
Red
Bluish
Dark/Blackish
Ear luster:
Glossy
Dull/Dark
Ear elasticity:
Soft and elastic
Stiff/Rigid
Too soft/Limp
Earlobe:
Full
Shrunken/Wrinkled
Crease (Frank's sign)
Ear acupoint tenderness:
None
Present (Location: )
Part 19: Inspection Supplement (Optional)
19.1 Inspection of Spirit (Shen)
Eye expression:
Bright and spirited
Dull/Staring
Roving/Fleeting gaze
Ptosis (drooping eyelid)
Facial complexion:
Rosy and lustrous
Pale
Sallow/Yellowish and dull
Dim/Dark
Flushed (malar)
Bluish-purple
Dark/Blackish
Mental awareness:
Clear/Alert
Sleepy/Lethargic
Clouded/Confused
Agitated/Restless
Delirious/Rambling speech
Unconscious/Stupor
Reaction speed:
Alert/Quick
Sluggish/Slow
Apathetic/Indifferent
19.2 Inspection of Body Shape
Overall body type:
Well-proportioned
Obese/Overweight
Evenly distributed obesity
Central obesity (abdominal)
Thin/Underweight
Muscular
Skeletal frame:
Large/Sturdy
Medium
Small/Slender
Muscle mass:
Full and strong
Soft/Flabby
Thin/Little muscle
Fat distribution:
Even
Predominantly abdominal
Predominantly limbs
Thickened upper back (buffalo hump)
19.3 Inspection of Posture & Gait
Sitting posture:
Upright
Curled up/Fetal position
Restless/Unable to sit still
Prefers lying supine
Prefers lying prone
Walking gait:
Normal
Limping
Dragging foot
Festinating (shuffling, quick steps)
Ataxic (staggering, like drunk)
Movements:
Agile/Coordinated
Slow/Sluggish
Tremor/Shaking
Convulsion/Spasm
Numbness/Paralysis
19.4 Inspection of Skin
Skin color:
Normal
Pale
Yellowish
Reddish
Bluish
Purplish
Dark/Blackish
Skin moisture/texture:
Moist/Supple
Dry
Oily
Scaling/Flaking
Rash/Skin lesions:
None
Present
Location of rash:
Morphology of rash:
Hair condition:
Normal
Thin/Sparse
Dry/Brittle
Premature graying
Hair loss
Varicose veins:
No
Yes
Location of varicose veins:
Part 20: Inspection of Discharges (Sputum, Nasal Discharge, Vomit, Stool/Urine Appearance)
Do you cough up phlegm/sputum?
No
Yes
Sputum color:
White
Yellow
Yellow-green
Blood-tinged
Sputum consistency:
Thin/Watery
Thick/Sticky
Do you have a runny nose?
No
Yes
Nasal discharge characteristics:
Thin/Watery (clear)
White and sticky
Yellow and thick
Blood-tinged
Vomitus (if applicable):
None
Thin/Watery
Undigested food
Yellow-green (bile)
Coffee-ground (dark)
Bright red blood
Undigested food in stool?
No
Yes
Mucus or blood in stool?
No
Mucus
Pus/Blood
Fresh blood (on surface)
Is your urine cloudy?
Clear
Cloudy
Does your urine have foam?
No
A little
A lot
Part 21: Meridian Diagnosis
Urinary Bladder Meridian (back):
Normal
Muscle stiffness
Ropey nodules
Tenderness
Soft/Depressed muscle tone
Stomach Meridian (face, lower limbs):
Normal
Facial pigmentation/spots
Cold/pain in lower limbs
Liver Meridian (inner thighs, hypochondrium):
Normal
Tenderness
Tension
Conception Vessel (Ren Mai - midline front):
Normal
Tenderness
Tension
Depression/Caving in
Governing Vessel (Du Mai - midline back):
Normal
Tenderness
Spinal curvature (scoliosis)
Spinal stiffness
Part 22: Living Environment & Social Factors
Climate of residence:
Cold/Dry
Cold/Humid
Hot/Dry
Hot/Humid
Distinct four seasons
Floor of residence:
1st-3rd floor
4th-6th floor
7th floor or above
Basement
Home ventilation:
Good
Average
Poor
Work environment:
Office
Factory/Warehouse
Outdoors
Kitchen/Culinary
Hospital/Healthcare
Other
Do you spend long hours in air-conditioned environments?
Yes ( hours/day)
No
Do you have long-term exposure to chemicals?
No
Yes
Social support:
Adequate
Moderate
Lacking
Financial stress:
None
Mild
Moderate
Severe
Life satisfaction (1-10):
Part 23: Longitudinal Diagnosis (Time Dimension)
When did the current discomfort begin?
Specific time:
Were there any triggers for the onset?
Exposure to cold
Exposure to heat
Dietary irregularity
Overwork/Exhaustion
Emotional stress
Injury
How have symptoms changed over time?
Gradually worsening
Gradually improving
Fluctuating (good and bad days)
No significant change
Relationship between symptoms and seasons?
Worse in spring
Worse in summer
Worse in late summer (humid)
Worse in autumn
Worse in winter
No correlation
Relationship between symptoms and weather?
Worse on rainy/humid days
Worse on dry days
Worse on cold/front days
No correlation
Relationship between symptoms and time of day?
Worse in the morning
Worse in the forenoon
Worse in the afternoon
Worse in the evening
Worse at night
Relationship between symptoms and meals?
Worse before meals
Worse after meals
Worse when hungry
No correlation
Relationship between symptoms and emotions?
Worse when angry
Worse when anxious/tense
Worse when sad/grieving
No correlation
Have you had similar symptoms before?
First time
Yes, in the past
How were they treated before? What was the effect?
Treatment:
Effect:
Cured
Improved
No effect
Part 24: Past Treatment Response History
Treatment ModalityTried?Effect (+++ Excellent / ++ Good / + Slight / 0 None / - Worse)
Chinese Herbal Decoction
Patent Chinese Medicine
Acupuncture
Moxibustion
Tuina/Massage
Cupping/Gua Sha
Western Medicine
Dietary Therapy
Exercise Therapy
Psychological/Mindfulness
Have you ever experienced symptoms worsening after treatment?
No
Yes ()
Part 25: Treatment Goals & Adherence Assessment
What are your expectations for this treatment?
Symptoms completely disappear
Significant improvement
Mild improvement
Just trying it out
How much time are you willing to dedicate daily to your regimen?
<10 minutes
10-20 minutes
20-40 minutes
40-60 minutes
>60 minutes
How willing are you to change lifestyle habits?
Very willing
Willing
Neutral
Somewhat unwilling
Unwilling
What is your past success rate in sticking to health plans?
High (>80%)
Moderate (50-80%)
Low (<50%)
Never tried
What are the main barriers to adherence?
Lack of time
Lack of motivation
Forgetfulness
Too complicated
Unclear results
Other
Do you need regular reminders/check-ins?
Yes (Daily)
Yes (Weekly)
No
Other Additional Information
Please describe any symptoms, special conditions, or questions not covered:
Part 26: TCM Health Risk Assessment (Red Flag Screening)

⚠️ The following are "Red Alerts". If you experience any, please seek in-person medical attention immediately:

  • Unexplained significant weight loss (>5% in 3 months)
  • Persistent fever (>38.5°C for over 3 days)
  • Night sweats with weight loss
  • Coughing up blood / Blood in stool / Black, tarry stool
  • Chest pain radiating to left arm/jaw
  • Sudden severe headache ("thunderclap")
  • Sudden weakness/numbness on one side of the body or facial droop
  • Difficulty breathing / Wheezing
  • Altered consciousness / Fainting
  • Suicidal thoughts (with a specific plan)
  • Pregnancy (especially first 3 months or last 3 months with complications)
  • Active malignancy (cancer)
  • Severe liver or kidney dysfunction
Do you have any of the above?
No
Yes (please specify item number: )
⚠️ If any of the above apply, this regimen plan is for supplementary reference only. Please prioritize in-person medical care.
Part 27: Informed Consent & Authorization
  • I confirm that I have filled out all the above information truthfully and have not withheld any information.
  • I understand that TCM diagnosis does not replace emergency or critical medical care. If I experience any red alert symptoms, I will seek in-person medical attention promptly.
  • I consent to the practitioner performing TCM pattern differentiation and developing a health plan based on my information.
  • I consent to the practitioner contacting me if necessary for additional information.
Confidentiality of my health information:
  • Strictly confidential
  • Allowed to be used anonymously for academic case studies
  • Allowed to be discussed (anonymously) in practitioner professional supervision
  • I understand that health conditioning is a process, and it typically takes over 3 months to see significant results.
  • I agree to complete symptom quantitative assessments before starting, every 4 weeks, and at the end of the regimen to track effectiveness.
Signature:
Date:
Year Month Day
Part 28: Diagnosis Timeliness Confirmation
Date this questionnaire was completed:
Year Month Day
Time period this questionnaire reflects:
Last weeks
Have there been any major changes to your health status in the past 2 weeks?
No
Yes
Validity period of this diagnosis:
Valid for 1 month
Valid for 3 months (if no major changes)
Part 29: Service Boundaries & Disclaimer
1. What this service does NOT replace
  • Does not replace emergency or critical medical care (e.g., heart attack, stroke, trauma)
  • Does not replace specialized diagnosis (e.g., cancer confirmation, surgical evaluation)
  • Does not replace psychiatric emergency care (e.g., severe suicide risk)
2. Limitations of this service
  • Online diagnosis cannot perform pulse taking; relies mainly on tongue inspection and inquiry.
  • Remote assessment has inherent limitations; regular in-person physical examinations are recommended.
  • Herbal recommendations in the plan are for reference as conditioning directions; consult a local TCM practitioner for specific medication.
3. Client responsibility
  • Provide truthful and complete information; withholding significant medical history may affect plan safety.
  • Seek medical attention promptly if new symptoms appear or existing symptoms worsen.
  • Assume ultimate responsibility for personal health decisions.
4. Our responsibility
  • Provide personalized conditioning recommendations based on professional TCM theory.
  • Protect client privacy and not disclose information without authorization.
  • Be responsible for the professionalism of the plan.
I have read and understood the above:
Yes
No
TCM Diagnosis Summary & Pattern Differentiation
Part 31: TCM Diagnosis Summary & Pattern Differentiation (To be filled by TCM practitioner)
31.1 Synthesis of Four Examinations
Inspection:
Complexion
Tongue appearance
Body type
Auscultation & Olfaction:
Voice
Odor
Inquiry:
Chief complaint
Key symptoms
Palpation:
Pulse quality
Abdominal palpation
31.2 Pattern Differentiation Conclusion
Primary Pattern
Secondary Pattern
Concomitant Patterns
Location (Zang-Fu):
Liver
Heart
Spleen
Lung
Kidney
Gallbladder
Stomach
Large Intestine
Small Intestine
Urinary Bladder
Nature (Eight Principles):
Cold
Heat
Deficiency
Excess
Exterior
Interior
Yin
Yang
Qi, Blood, Fluids:
Qi Stagnation
Qi Deficiency
Blood Deficiency
Blood Stasis
Fluid Deficiency (Dryness)
Phlegm
Retained Fluids (Yin)
Dampness
Treatment Principle
Recommended Regimen Duration
Part 30: Document Version & Update History
VersionUpdate DateUpdate ContentUpdated By
V1.0 Initial Diagnosis
V1.1 Follow-up Adjustment
V1.2 Follow-up Adjustment
Next scheduled follow-up date:
Year Month Day