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The checklists for acute illness consist of two parts: first there is space for the patients to freely describe their chief symptoms; then there is a list of polar modalities and symptoms, which the patients underline if they match their current illness.

The questionnaires for chronic illness also contain a free-format field at the beginning where patients can describe their chief symptoms, followed by a list of modalities and polar symptoms where patients underline those that match their illness. These are significantly more comprehensive than the checklists used for acute illness. In addition, important non-polar symptoms are listed. Along with the questionnaire for the chief symptom, the patients or children’s parents also receive a questionnaire for additional complaints, with which to register concurrent complaints of lesser importance. We used only the symptom formulations from PB when creating the checklists and questionnaires. In other words, these are repertory-specific. This procedure was chosen so that patients themselves can translate their symptoms into the language of the repertory. It is a potential source of error if the homeopath performs this step. Symptoms (rubrics) with fewer than ten assigned remedies are not used since, as individual symptoms, they unnecessarily restrict the choice of remedies, which can also lead to incorrect prescriptions.

The lists of currently available checklists and questionnaires are shown in tables 5 and 6. The complete checklists and questionnaires can be found in chapter 7, Tools. You can also download them from the author’s website (www.heinerfrei.ch). Chapters 2 to 5 describe in detail how to use them, and include many cases to clarify the method and to offer a sound practical grounding.

Patients – or the patient’s parents for children – download the checklists for acute illnesses directly from our website, fill them out while observing the symptoms and then bring them to the consultation – or if they have not already been completed when the patient arrives, they are filled out in the practice during the consultation.

Table 5: Checklists for Acute Illness

For chronic and multimorbid patients, the entire process of casetaking takes place on two separate dates. The first consultation includes the initial casetaking plus physical examination, with further tests scheduled as necessary, and finally a conventional medical diagnosis is made. Then the patients or parents receive the relevant questionnaires, which they prepare at home and bring back following an observation period lasting two to four weeks, so that the remedy can finally be chosen using all the information available.

When choosing the remedy, we evaluate the checklists and questionnaires, then discuss the symptoms given by the patients so that we can be sure that we have correctly understood the patient’s complaints, and what has been written down or underlined. We finish the casetaking by asking some supplementary questions.

Table 6: Questionnaires for Chronic Illness