Transcript for:
TCM Diagnosis Framework Lecture Notes

Back when I was in TCM School my teachers used  to say there are no wrong treatments in Chinese   medicine only the wrong diagnosis the key to  have a successful outcome for all our patients   starts with the diagnosis and that's probably  the hardest part in Chinese medicine today I'm   diving deep into the heart of Chinese medicine  diagnosis breaking down the complexity into a   practical nine-step framework that you can apply  with each of your patients and get great results   whether you are a practitioner who are still  trying to refine your skills or TCM students   who still baffle by diagnosis like I was when I  was in school this framework is a game changer and   I can't wait to go through each of the step with  you today welcome back to my channel if it's your   first time here I'm Clara from AcuPro Academy and  I create Chinese medicine and acupuncture contents   for students and practitioners making it easy to  grasp and fun to learn let's go in TCM pattern   differentiation and making the right diagnosis can  be done according to the nine following options   the Yin Yang theory the five elements the four  vital substances the Zang-Fu organs the pathogens   the six stages four levels the three Jiaos and or  the meridians these are the nine step we're going   to look at today and I'm going to go through each  of them and show you how easy it is to make a TCM   diagnosis using the nine-step Frameworks let's do  it let's start with each consultations which you   use your methods of inquiry palpation observation  of olfaction and auscultation once you have this   done you need to put the diagnosis and as you know  it's kind of like a puzzle and it feels like it's   so hard to figure out so let's start with the  basics always start with the Yin Yang Theory   this is the basics right and we're looking at the  eight principles the eight principles Are Yin and   Yang hot and cold internal external deficiency  excess you start with those so let's start first   with internal versus external internal is going to  affect all the organs the brain the reproductive   system while external is going to affect the  muscular skeletal system like the bones the   muscle The Joint the ligament the tendons  the skin that's more external so if someone   comes in with Carpal Tunnel syndrome that's more  external even though it could be a chronic issue   or someone comes in with menstruation pain like  Dysmenorrhea that's an internal okay so you decide   what the chief complaint is about because you want  to address first the chief complaint of course all   the other symptoms are going to make a picture  and put the puzzle together but first we want to   know what this person has come for right if they  came for insomnia insomnia is usually an internal   problem if they came because they have sciatica  that's usually external make sense okay so once   we decide if it's internal versus external we're  going to look at is it more cold more hot meaning   can it come from Yang deficiency which that's  why the person is always cold or this excess Yin   which means the person is cold but in one area  it's localized so is it that the person is cold   all the time all over the body and they like warm  food warm drinks and they like to be warm or is it   that they are cold in one area like with Raynaud's  disease which is Yin excess or excess Cold versus   the first one is Yang deficiency Make sense or  it is excess Yang or Yin deficiency meaning it's   the hot person right so Yang excess would have  big symptoms red face anger insomnia where the   person doesn't sleep at all all night there's a  red tongue with yellow coat while Yin deficiency   is going to be more irritability toss and turn  all night red cheeks and no coat on the tongue so   we differentiate those two and then we decide is  this more of heat or cold depending if it's excess   or deficiency so the eight principles were we're  going to look at deficiency and excess which we   have decided if it's cold or hot deficiency or  excess and the problem is internal or external   once you've got this you have a little bit of  a better idea this is your first step of that   frame work second step now that we know that let's  say it's insomnia it's an internal problem and the   person is always on a hot side and it's excess  Yang or excess heat let's look at why the Five   Element theory is the key to figure out where it  all started so when we look at the five elements   if you look at someone that comes and sees you  for low immune system they are saying I'm always   sick I get colds and flu and it takes me weeks  to recover that's a immune system or a Wei Chi a   defensive Chi that is not strong enough to fight  pathogens so in this instance we know that it is   the metal lung and large intestine element that  is affected now what is the root cause now we can   look back and with all our inquiry we realize that  this person's diet is not feeding or generating   a good immune system they don't have a proper  nutritious diet so that's Earth the digestive   system Spleen and stomach not generating a good  immune system so when we treat we want to treat   the immune system but we also want to treat the  digestive system so now we have two things to look   at but why is this person not eating properly  maybe it's because they're really stressed so   stress affects liver and gallbladder which is  the wood element the wood in the Five Element   Theory over controls spleen and stomach creating  some issue with spleen and stomach and in turn   spleen and stomach or Earth cannot generate  a good immune system so now we have to treat   the liver gallbladder or the stress we have to  treat the digestive system and we have to treat   the immune system the five element always tells  you where it all started so now you have clues of   what to look for in the next key frame from that  nine step so the next step is to look at the four   vital substances we have four vital substances Qi  blood body fluid and Essence now it's very easy to   start with Essence I'm going to go back backward  but Essence is either we are deficient or we're   not and you know that the deficiency sign when it  comes to Essence is really going to be low libido   having reproductive system issues having gray  hair early in life not straight teeth bone issues   anything that's related to Essence aging faster is  going to be your essence deficiency that's an easy   one either there is or there isn't now body fluid  can either be excess or deficient Excess is too   much dampness and deficiency leads to dryness easy  so if you see mucus and a lot of excess body fluid   it's excess dampness if you see a lot of dryness  it's dryness is body fluid deficiency super easy   maybe there's a balance between dness and dryness  and you don't see anything that's great the next   one is blood blood can be deficient can have  heat or it can be stagnated so that's easy now   what happen when it's deficient pale and poor pale  face pale lips pale tongue poor sleep poor energy   poor memory poor vision you decide is blood  being affected and is blood deficient now the   next one is blood stasis blood stasis is pain and  purple is there purple tongue purple nails purple   lips and is a local fixed spin like dysmenorrhea  or sciatica or an ankle sprain if it was acute   blood heat on the other hand means that there's  going to be abnormal bleeding with Heat sign so   abnormal bleeding may be rectal bleeding blood  in the urine heavy heavy flooding mensturation   nose bleeds that is associated with heat with  feeling hot red tongue rapid pulse irritability   that shows you blood heat the last one is Qi and  Qi can be deficient it can be stagnated it can   be rebelling meaning going the wrong way or the  opposite way that she is supposed to be or it   could be sinking now sinking is always Spleen Qi  sinking so that's easy and that's usually prolapse   or extreme fatigue Qi Rebelling affects the lung  the stomach and the liver so stomach means acid   reflux heartburn nausea vomiting that is all  stomach rebelling Lung rebelling is coughing   and liver rebelling is actually liver Yang Rising  which means it's like the volcano effect and we   have you irritability anger maybe red eyes high  blood pressure headaches that is worse at the end   of the day and with stress but feels better with a  hot compress Qi stagnation shows with irritability   sighing all the time Moody for women a lot of  PMS specifically breast tenderness bloating   constipation and cold hands as well that's also a  Qi stagnation that's not reaching the extremities   Qi deficiency is fatigue weak a pale tongue  and a weak pulse now depending which organs   is affecting there's more symptoms to it and that  leads me to the next step in our framework which   is the Zang-Fu organs with the Zang-Fu organs we  are going to refine the diagnosis earlier when   we talked about Qi stagnation we know it's  liver because liver moves Qi so now liver   is Qi stagnation we refined the Qi stagnation to  level if it was a deficiency of Qi is it spleen   is it lung is it kidney is it heart those are the  most common one so we look at differentiating the   symptoms if it's Spleen Qi deficiency there's  going to be digestive system issue if there's   lung Qi deficiency immune system issue if there's  Kidney Qi deficiency we're going to have usually   Lower Gate incontinence so Kidney Qi is in charge  of opening and closing the lower Gates so usually   when there is kidney Qi deficiency we may have  incontinence or getting up at night to pee a lot   of times and we will have dizziness of course  fatigue probably knee pain low back pain that's   going to show up as well when it comes to heart  Qi deficiency we're going to see abnormal day   sweat and anxiety see how easy it is right you  refine your diagnosis if it's blood deficiency   the only three organs that can be blood deficient  is heart spleen and liver because spleen produces   blood liver stores blood and heart moves blood so  if there is a blood deficiency it could be either   of those so you can refine your diagnosis a  little bit more can it be more than one of   course does that Makes sense so when it comes to  the Zang-Fu organ we can refine and decide which   organ is affected the most according to symptoms  observation palpation Etc yes the fifth step is   figuring out which pathogens are affecting the  body now external pathogen invasion is acute   and that can be a common cold a virus a bacteria  this is external pathogen Invasion it could be   hypothermia or heat stroke or sunburn that is  all external pathogen Invasion which means the   pathogen comes in it's acute and we may have wind  heat wind cold we may have damp heat damp cold we   may have really really strong fire for example  if you have a heat stroke or a sunburn that's   external pathogen fire invading the body and that  creates fever and burn etc etc so that's more for   acute right makes sense most of the time we see  people when they come and it's a chronic issue   so let's talk about internal pathogens internal  pathogens are going to be five while external the   six because in external pathogens we also have  summer heat which doesn't occur in chronic so   in chronic internal pathogens we're going to have  options of wind cold heat or fire damp and dryness   those are the five they can be combined of course  we can have damp cold damp heat we can have wind   fire wind cold all those things can absolutely  affect the body so let's look at examples   when there is internal wind there's always  movement remember wind moves it can be Tremors   ticks Twitches muscle cramps spasm it could be  Parkinson's anything that's been moving in it's   abnormal in the body is internal wind dampness is  excess body fluid dryness is body fluid deficiency   and then we have cold and hot and again we talked  about this when we talk about the Yin Yang so you   can have internal cold due to deficiency your  excess and internal heat that could be due to   excess or deficiency so now by the time you get to  the pathogens you know which one are in the body   can we have more than one of course we can have a  lot of them okay you still with me for number six   and seven we are going to look back into the Yin  Yang when we talked about the Yin Yang we said it   was acute or chronic now if it's acute and again  in practice we don't see as many acute issues but   it's really important to discuss because we  obviously can treat family and ourselves when   it comes to acute problems looking at number six  and seven is the six stages and four levels those   two are big lecture the six stages and the four  levels both come from classics TCM Classics that   were written way back when and are the basis of  a lot of our medicine so the six stages comes   from the Shang Han Lun and don't quote me on  my Mandarin pronunciation because after all   I'm French speaking English and trying to teach  Chinese medicine mind blown so the Shang Han Lun   is a really big classic book and it talks about  the six stages and the school of thoughts behind   this book is cold Invasion would start at the top  level stage or at the most superficial stage and   slowly if the body cannot fight can get deeper  and deeper through each stage all the way to   the bottom stage where it makes everything worse  for the person's health so at the top which is   the Tai Yang stage which affect the bladder and  small intestine it is the most superficial so the   symptoms are not going to be as bad as when it  goes all the way down to the Jue Yin stage which   affects the liver and pericardium so this is a big  lecture I'm not going to go into it but this is a   really interesting one and it's more for acute  at this stage right when you see patients you   use this for acute mostly not that you can't use  it for internal and chronic but I'm not going to   go into it now because it's a big lecture like  I said when it comes to the four levels it comes   from the classic Wen Bing Xue which is the school  of thought that everything starts with heat it   starts at the Wei level the defensive Qi level  heat penetrates and we have a sore throat and   then it gets deeper into the Qi level and now we  have fever and it can go to the ying level y i n g   which is the nutritive level and then goes deeper  into blood level where we have hallucination high   fever and it becomes really more dangerous so  those are again are acute and so I'm going to   let them be for now now the next key frame is  the three Jiaos I think we're still confused   how we use the three Jiaos the upper Jiao the  middle Jiao and the lower Jiao each of the Jiao   contain different organs the Zang-Fu organ so the  upper Jiao is heart and long the middle Jiao is   the digestive system so spleen and stomach some  school of thought think that liver and gallbladder   is also part of the middle Jiao other school of  thoughts put liver and gallbladder bladder at the   bottom with kidney small intestine large intestine  and bladder so I like to put liver gallbladder in   the middle just because on the tongue it's on the  side so it kind of encompasses the middle that's   my school of thoughts but you have to follow what  you think is right so if someone comes in with   dampness in the spleen and heat in the stomach  right stomach heat rebelling so acid reflex burn   bad breath but at the same time dampness in the  spleen bloating loose tools fatigue that is a   damp heat in the middle Jiao you could still  treat The Damp in the spleen and the heat in   the stomach but also pick points so choose points  from the San Jiao Meridian to really consolidate   your treatment that's how we use the three Jiaos  the last step to this framework is the meridians   the meridians I think sometimes we forget get  to use those remember we have a lot of meridians   including dermatomes and dermatomes are all on the  skin they're the part of the Meridian on the skin   right so if we do have some eczema or a patient  has eczema on the large intestine meridian now   we know the large intestine meridian is affected  and we can go deeper into it and see what else   is being affected most often it's going to be the  large intestine organ and the lung organ because   they are paired and they're part of the immune  system in the skin when you look at meridians it's   really important to know the meridians for example  the collaterals the liver collateral starts at   liver five and goes up in the medial aspect of the  thigh and wraps up around the external genitalia   so when there is acute external genitalia issue  like a herpes attack those are a Meridian issue   and often it's a liver collateral Meridian issue  which which means remember I just said the liver   collateral starts at liver 5 we need to use liver  5 and liver 5 is the best point when there is   external genitalia issue by the way if you haven't  seen my Chinese medicine Made Easy my green book   it has all the TCM foundation and diagnosis and  it comes with my fillable intake form that you   can use on your patients check out the link below  and if you haven't got your copy yet what are you   waiting for so the 9 step framework starts with  the basics with the Ying Yang looks at the Five   Element to figure out which one started at all  then goes into the side which four substances   are affected maybe more than one and then we  refine it with which organ is being affected   so we can treat this much more successfully  and then we look at is there pathogens do we   need to get rid of dampness or heat or cold or  wind and then we can look if the upper middle   or lower Jiaos are affected and use more of the  San Jiao meridian to help our treatment and then   we use the Meridian specifically when there is  muscular skeletal or skin problem that we could   see is affecting certain Meridian when it come to  the six stages and the four levels and external   pathogens this is more acute I truly hope this was  useful and you could start using this framework   to make the right diagnosis for your patients so  then you can come up with the treatment that is   the perfect treatment for your patients with  a successful outcome I think the hardest one   is the Zang-Fu organ so make sure to watch this  video it'll help you refine your diagnosis when   it comes to the Zang-Fu have a fantastic day  and no matter what keep rocking it using TCM