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Ingrid Schutt started this discussion:

Basic Questions
About questionnaires in case-taking, mine is pretty basic. Name, address, reason for consulting, medication, present and past... but most importantly to me, I ask about present AND past illnesses.

Past Illness and Disease
I write a life line of all the past illnesses, and take the time in the 2 to 3 hour consultation to see if they appear right after some event. Then I ask the patient how he/she experienced the event. That tells me about what the patient's vital energy is deeply sensitive to. THIS is a wonderful key in my practice. I find this simply amazing. Even with kids. In 90 % of the cases, on Monday the patient goes through some stress, on Monday night or Tuesday, they are sick. Even in common colds! Many times last winter, simple colds led me to the similimum of the person.

Patience is a virtue for the Homeopath
Sometimes I need to give the patient some time to remember, for they forget what they went through 10 or 20 years ago. But I find that it comes back pretty quickly, AND, the same sensitivity is often the one that triggers an illness at 10- 25- 50 years old. In a different context, the same kind of sensitivity, related to the same remedy, expressed in a different way.
So in that sense, the questionnaire is very important to me. I ask my patients to fill it out prior the consultation, so they can try to remember the month and year they developped such and such illness. You can find the questionnaire on my website. (

Emotional Causation - Etiology
I recently saw a man who developed an myalgic encephalitis many years ago, after he bought a house and got into some legal problems. Every time he got sick in his life, it was right after some legal or financial problem that made him feel, he describes, like he was losing his power, his greatness, his importance. Besides having warm feet at night, nothing much was indicating sulfur in his personality, but the etiology, and the way HE described his experience was very sulfur-like. And that's what cured him.

Conclusion: Find Out When Problems Began
The life-line and the etiology led me to his remedy. So the questionnaire has something major for me. Asking people about past and present illnesses in order to find out what happened in their lives JUST before the got ill.
This trick I learned from my wonderful teachers, Linda Arbour and Georges Arragon, and it helps me save SOOOO much time in a treatment.

Good luck
All the best of love and light to you,

Ingrid, Montreal

Views: 5613

Replies to This Discussion

Yes Good subject
The best casetaking booklet I use is
the one by S.K. BAnerjea From the Bengal Allen Medical Inst. (calcutta/UK)Its in two languages Hindi/English.And has Ref. to KENTS Rept.(for each question)

It has aprox 16 pages and takes the homeopathy through all stages.
The first half of the book casetaking questioneer is all physical symptoms-second half of this book is about mentals emotionals.

Most patients do not feel comfortable speaking about their deep seated traumas untill you have won over their confidence(thus the first hour is physicals).

This of course is for the "chronic first time casetaking patients",not used for acutes or follow up appt.I use a totally different one for acute casetaking.
Dear Ms.Tyler ,

i would like to know more about this questinaire, where can i get these questionare would like to go through its , do you have a copy of the same.

Its Not on line,not sold to the public-sorry

Only the Bengal Allen inst. former alumni-students have access to this casetaking booklet.
hi dr
case taking is art, and i think everyphysion shud follow his own method for case taking .we can take guideline from physician but we are the best jude by ourself with our skill.
i follow generally dr rajan shankaran method for chronic case .and for acute dr prafull vijaykar method is best
I rely heavily on what the patient brings up in the interview - that is what arises spontaneously comprises maybe 70% of the case. In the end it is rare that a chronic case revolves around some small detail - the basic context and pattern are established by clear basic tendencies.
I do use 3 intake forms. A registration, a symptom questionnaire and a family health grid.
The questionnaire is just 2 pages and was compiled by Roger Morrison and myself about 20 years ago.
It takes only a few minutes to see the relevant details.
This is also true for the family history grid which in a moment establishes the quality of soil so to speak in which the patient has had to grow and find nourishment.
For those interested I have attached these forms. If you try to download them and have difficulty please let me know
It is very generous of you to share these forms. I really like them! Did the first form have two sides?
Ah I just saw your question. The family Hx is just one side, the health history is 2 pages
Hi Jonathan, thanks for sharing the forms, I love them !

Likely I'll have greater compliance with the check-boxes than with my essay-style form
Dear jonathan

thanks for the case taking forms. In india normally a homeoapth offer consultations for a minimum of 30-40 patients per day. we need to use some structure for taking in case infromation.
A profroma helps to prevent us from missing anything vital for the case.

The family grid is an excellent startegy to map the miasmatic lineage.
I appreciate your generosity of sharing your proforma.

I am very new to homoeopathy and my self-education is like a drunken-man's walk 8-) . I am now reading "Essentials of Repertorisation - A comprehensive text book on case taking and repertorization for practitioners and students" by Dr. Shashi Kant Tiwari.

According to this doctor different types of repertory is useful for different groups of patients. This was what was stated on page 36 :

"If a case were full of generals, Kent's repertory would be the best selection. If it has got pathological generals, Boger's repertory must be selected. If the case has got particulars, with location, sensation, modalities and concomitants with a few mentals, Therapeutic Pocket Book is preferable, however, Boger's repertory can also be used."

According to this doctor a person with strong vital force would generally have strong generals and as one grows older there are more particulars and generals are difficult to find.

I had tried repertorising some case studies using different repertories and each time resulted in different remedies. I have mercurius. Dr. Praful of predictive homoeopathy seem to believe that homoeopathy is "mathematical" in that given the right input the output would always be the same.

I checked with some literature and this doesn't seem to be the case. Boeninghausen (or boger - can't remember) was telling us in one of his books how he tried different remedies before finding one that was able to cure his constipation.

Is there really a "mathematical" approach to homoeopathy ?
Different questionnaire help you to understand the art of asking question and knowing about the condition and state of the patient. But there is no set of rules which question should be asked in what format.

To my opinion, we should follow the basic pattern of taking up the case.

Try to diagnose the Patient first
(this include some basic steps …. Observe sign and symptoms)

Distinguish b/w Acute or Chronic

Find the location

Feel the sensation


When Group of Remedies are gathered


Stage of Miasm
Check Patient Thermal State – Hot & Cold
Check Patient Reactivity – Acidic or Alkaline
Compare organ remedy if necessary
Make a distinction b/w male and female

By following these steps we can easily find a good suitable remedy to treat the patient.


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