scope of practice

Through the Ether: Moving the Study and Practice of Ayurveda Online

By Jennifer Kurdyla

“And may I see your tongue?” After several years of peering at my own tongue in the mirror every morning, and a week of looking at my classmates’ tongues during an AHC module at school, I was still nervous asking my first client to open her mouth for this integral part of our intake session. What made it even stranger, though, were the cues I had to give to actually be able to see her tongue: “Can you tilt your chin down a little, open wider, and say ‘aaaaah’? There, stop, now just hold it there!” The consultation was taking place over Zoom, and despite the clarity of our video connection, peering into the dark recesses of someone’s mouth probably wasn’t top of mind when laptop cameras were developed. 

Practically overnight, the slightly nerve-wracking, totally rewarding, experience of working with clients one-on-one got a whole lot more complicated—and Ayurveda programs like mine couldn’t have had the foresight to prep my class of budding health counselors in the art of online consults. Word of the spread of COVID-19 in the United States had just started to pepper news headlines during the aforementioned training module at the end of February 2020, and while hand sanitizer and Clorox wipes were in plentiful supply (along with coughs and sneezes and mucus, for that matter) in the center where my class gathered to study for ten days, no one was prepared for what would unfold in a matter of weeks. The global pandemic continues to create devastating losses, including closing the doors of many Ayurvedic schools, yoga centers, and other places of wellness around the world where Ayurveda is practiced.  

For me as a student of Ayurveda, the loss was manifold. My program, which I deliberately chose over others for the in-person learning environment, was put on indefinite pause, preventing me and my classmates from making dough bastis together in the kitchen, conducting our daily morning sadhana in the clear mountain air, and attending our graduation ceremony where we’d be together with friends and family, hug freely, and drink chai. Still, we were able to finish the program virtually and had a lovely and moving close to complete this transformative experience. Our dean and teachers sent us off with a missive that felt both scary and imperative: to embody Ayurveda even when it felt impossible in our uncertain world and to keep this healing art alive in a time where it was needed more than ever. 

And indeed, here we are. Ayurveda is persisting, thriving even, in virtual classrooms, consulting rooms, personal and professional calls, kitchens and dorms and hospitals all over the world. This should come as no surprise, really—throughout its long history of this medical system, Ayurveda has been threatened by many forces, and yet it has always found its way back into the light. The principles of adaptation, presence, and integrity at the core of its teachings are what keep Ayurveda alive in the face of all of these obstacles. They’re also what we, as students and practitioners, can return to as inspiration to help us adapt our work to the current times and the needs of our clients.

As a new AHC, I am myself surprised by how the seeming obstacle of working online has turned into an asset. My program’s cohort is able to have regular Zoom sessions to not only keep in touch with each other, but also “talk shop” about what we’re seeing in our practices clinically and brainstorm ideas for our individual offerings. Rather than being restricted by geography (which for me includes a fair amount of competition, since I live in a wellness-heavy city), I’m able to work with people in different time zones and countries one-on-one and in group settings. I’ve had to rethink my business strategy overall, but knowing that I can take and teach Ayurveda wherever I am has freed up the idea of where I call home, allowing me to live Ayurveda with more authenticity. As such, I can see how the way I teach, write, and create offerings is much more innovative and responsive to the needs of the moment, rather than a reaction to the “marketplace” or an attempt to keep up with my peers on social media. I feel that I’m planting seeds in more resilient and adaptable soil, and that I’ll be able to harvest good fruit from them for my clients and students for a long time.

Whether you see the current situation as a glass half empty or half full, Ayurveda asks us to see the situation clearly for what it is. In making decisions that support our ability to study and practice while sustaining our basic needs, there’s no wrong way we can go. Rather than resorting to worrisome extremes—I’ll never be able to take someone’s pulse again, or I’ll never be able to graduate now!—we can all practice taking the middle path and surrendering to the truth of our new world as it changes breath by breath. The macrocosm may be reflected in our microcosm, but the way we tend to our microcosms will ultimately reflect in the macrocosm with equal potency. By choosing to view the online Ayurveda universe through eyes of hope, compassion, and opportunity—whether we share the practices through our own self-care or helping others—we can take a mighty step forward in generating those qualities in the world at large. 


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About the Author

Jennifer Kurdyla is an Ayurvedic Health Counselor, yoga teacher, and writer. She is the co-author of the forthcoming cookbook, Root & Nourish: An Herbal Cookbook for Women's Wellness (Tiller Press, April 2021), and lives in Brooklyn, New York. Website: benourished.me | Instagram: @jenniferkurdyla

How to Build a Successful Ayurvedic Practice with Education, Legalities and Business Practices

By Felicia Tomasko, RN, C-IAYT, AP

If you’ve embarked on a course of study of Ayurveda, you’ve likely done so out of passion. You may have found some purpose in the teachings or even some measure of healing in your own life. Then, perhaps you decide to put the teachings into practice in a practical way and build a profession from your passion. When it comes to building a successful Ayurvedic business, there are a number of factors to address, from understanding the scope of practice in relation to your education, to knowing the laws you are practicing within, to fully understanding yourself. In addition, even if you didn’t set out with this goal in mind, it’s time to embrace the art of being an entrepreneur. Here are some suggestions for transitioning from Ayurveda as passion to Ayurveda as practice.
 

Know Yourself

While this may seem like a bit of a cliche, taking some time for an inventory of self-awareness is a key component to building any successful career. This is distinct from understanding the scope of your education. Knowing yourself includes understanding something about the ways in which you want to engage with your practice and your business. Where and how do you want to work? For example, do you thrive as part of a team and want to join an integrative medical clinic or group? Do you prefer to set up a solo practice? If so, is there a space at home where you can create a professional office space? Are you looking to make or sell products? Are there specialties within Ayurveda that you feel you want to focus on? Do you visualize a full-time practice or part-time work to accommodate family or other commitments? Try journaling or finding a friend, mentor, or colleague who is willing to brainstorm or heartstorm (as one of my friends says) with you. Know that some of your ideas might change, but it’s helpful to start the process of self-inquiry at the beginning, as it may inform some of your direction and subsequent decisions. As with any business, you’ll be starting where you are in the moment yet making plans to grow a practice and hold an expanded vision.


Embrace Your Education and Scope of Practice

Ayurveda is a vast science and practice. In order to promote clarity in the different educational paths, the National Ayurvedic Medical Association (NAMA) offers separate categories of practitioner types, each with their own course of study, requirements and scope of practice. Of course, Ayurveda is a life-long pursuit, and no matter where you begin there are options available to earn new certifications. In the meantime, understand where you are now and organize your business so that you are operating within the scope of practice appropriate to your educational competencies and certification. Continuing your education is important from the perspective of adhering to ethical guidelines as well as setting yourself up for success.


Commit to Continuing Your Education

Wherever you land in terms of a certification and title, completing continuing education on an annual basis is an important part of staying fresh and current. Even if you are seeing clients daily, nothing substitutes for an ongoing infusion of knowledge and insight from master teachers, clinicians with different experience than your own, and the ongoing wisdom that comes from being a perpetual student. This will continue to expand your skill as a practitioner, clinician, and businessperson, promoting your personal success. Through conferences, classes, and even conference calls and webinars, NAMA offers and refers numerous opportunities for continuing education. Personally, every event or class I attend provides at least one (if not many) a-ha moments that fine-tune or expand my ability to practice successfully.

Know the Laws and Choose a Business Structure

Once you understand the scope of your Ayurvedic specialty, relate that to the laws where you are. This includes understanding the state or regional regulations that apply to the practice of complementary and alternative medicine or therapies. If you have an active medical license, make sure that you are operating within the scope of practice of your Ayurvedic certification as well as your medical license.

Follow the legalities of operating a business in your local area including maintaining a business license and sales tax reporting (if applicable). Look into liability and other insurance policies that relate to both your place of business as well as your practice. Also, create a business structure and accounting system to provide the greatest ease and set yourself up for a long-term successful practice. You may decide to operate as a sole proprietor or to create an LLC or other business corporate structure for liability reasons, for greater clarity, or to facilitate long-term growth if you plan to hire employees or sell products.

Even though you may start small, keep in mind your extended vision. Set up the structures that support your growth. This projected growth may be from one client to five clients or one client to five thousand. The size of the expansion doesn’t matter but having systems in place that create a container for your practice allows you to be the best practitioner you can be. Along the way, utilize the support available for small business owners and budding entrepreneurs. In the US, resources like the Small Business Administration offer free- and low-cost classes as well as opportunities to access mentors.


Ethics Including Confidentiality

Taking an online ethics course is part of maintaining your ongoing professional status with NAMA. Implementing appropriate ethics is essential to maintaining a long-term successful practice. Make sure to implement the appropriate levels of confidentiality surrounding record-keeping and working with clients. Apply this to the systems you set up as well as how you conduct yourself in public. Your clients will notice the care with which you handle sensitive information; it helps to build trust and empowers them to confide in you more freely. This allows you to make appropriate recommendations that set your client up for greater success.
 

Build Your Networks

When it comes to building your networks, think about this from a variety of perspectives. On one level, it relates to building out-bound as well as in-bound referral networks in your community. Who will you call upon when faced with something that is outside your scope of practice? Who will you turn to for advice? Continue to maintain referral relationships with the teachers and mentors from your Ayurvedic programs when you need to discuss (confidentially, of course) a specific case. In addition, develop relationships with people in your community, including providers from other disciplines, for when you are looking for advice or when one of your clients needs services from another system. Get to know acupuncturists, chiropractors, OB/GYNs, massage therapists, energy workers, primary care providers, and more. Find people that you feel sympatico with and would feel comfortable making referrals to. At the same time, develop relationships with people who would be willing to refer clients to you. There may be other providers in your community who are looking for an Ayurvedic specialist whom they can trust. Considering providing some of them a free introductory session so they can get to know you, or offer to give a talk at their office. You may want to host an Ayurvedic tea and chat and invite them for a meet and greet. Developing these relationships in your community is an important aspect of solidifying the success of your own practice.

The other part of building your network is related to growing your group of clients. Start out by connecting to your spheres of influence and being open and communicative about your practice and what you do. You could volunteer at health fairs, donate gift certificates when the opportunity presents itself, encourage (and reward?) referrals from your regular clients. Come back to knowing yourself and your areas of specialty and/or competency. Connect to relevant communities through your areas of expertise. This may include working with kids, women, men, special populations or conditions, areas of interest, and more. As you know yourself, share yourself. As you grow, expand and nurture your networks. Take every opportunity daily to connect your passion to your practice.


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ABOUT THE AUTHOR

Felicia Tomasko, RN, E-RYT-500, combines decades of Ayurvedic study with her background as a registered nurse. Her experience includes working in hospice care, in drug and alcohol recovery, and in biochemical and cognitive neuropsychology research and is the editor in chief of LA YOGA Ayurveda and Health Magazine.

Being an Ayurvedic Doctor in the United States

For over a decade, NAMA has tirelessly worked to create and implement internal regulatory standards for the practice of Ayurveda. These standards were designed to improve and promote the safety, efficacy, recognition and legitimacy of the practice. They were also intended to serve as a framework for state licensing and regulation of Ayurveda in the United States.

NAMA’s regulatory standards recognize three professional practice categories: Health Counselor, Ayurveda Practitioner; and Ayurvedic Doctor. A scope of practice has been defined for each category, as indicated below:

Ayurvedic Health Counselor: Ayurvedic professionals trained to focus on preventive healthcare as well as health promotion, with a specific focus on diet and lifestyle.

Ayurvedic Practitioner: Ayurvedic professionals with additional training in pathology and disease management beyond that of the AHC. These professionals also practice preventive healthcare and health promotion, using diet and lifestyle.

Ayurvedic Doctor: Ayurvedic professionals with additional training and knowledge beyond the AP.  Although an AD is not permitted to diagnose a Western disease entity, they are taught to refer out appropriately. They interface with Western medicine, are well versed in all branches of Ayurveda, and possess substantial research skills. The AD has significantly more clinical experience based on a more extensive internship.

These categories and scopes of practice not only represent the current state of Ayurveda in this Country; they also represent NAMA’s vision for future growth of the profession. This article addresses legal and practical issues related to the “Ayurvedic Doctor” designation. 

The Ayurvedic Doctor designation represents the highest level of professional practice recognized by NAMA. It requires education and training well beyond that required of Ayurvedic Health Counselors and Ayurvedic Practitioners. Ayurvedic Doctors must have extensive, in-depth education, and relevant clinical experience in all eight branches of Ayurvedic medicine. They must also have substantial experience in teaching, demonstrations, panchakarma, and research methods.

In addition to their academic studies, Ayurvedic Doctors must possess clinical experience equal to one-year of supervised clinical practice, and including a minimum of 250 documented patient encounters. Ayurvedic Doctors must understand disease from an Ayurvedic perspective, and have a working knowledge of Western medical pathology, pharmacology, diagnoses, and treatment, sufficient to correlate with the practice of Ayurveda. Ayurvedic Doctors are not required to order western diagnostic tests or prescribe western medicines. Further information regarding Ayurvedic Doctor review its scope of practice and Educational Competencies.

Under the current legal paradigm in the United States, Ayurvedic professionals are not always able to legally practice Ayurveda to the full extent it is practiced in other countries. Each state has laws prohibiting the unlicensed practice of medicine. These laws often restrict the services that Ayurvedic professionals can offer their clients. Violation of these laws can result in both civil and criminal penalties. Some states have laws referred to as health freedom laws, which provide methods, which if followed, help to insulate a professional from liability for violation of the medical licensing laws. For more information regarding these laws and tips for the legal practice of Ayurveda, visit here.

Additionally, some states restrict the use of the Doctor title to those that have a medical license in that state or a PhD. Therefore, even if you have graduated from an Ayurvedic Doctor program in the United States or elsewhere, or been approved as an Ayurvedic Doctor member of NAMA, you should not use the Doctor title or Dr. prefix until you confirm the laws of your state allow you to do so.

Furthermore, there are laws that restrict false and deceptive commercial practices. Therefore, if you make any representation that you are a doctor, via use of the suffix A.D., a diploma or certificate hanging on a wall, an advertisement or otherwise, you should be sure to provide a written explanation regarding your certification and disclose the fact that you are not a licensed medical doctor. It is considered best practice to be clear, direct and honest regarding your credentials, scope of practice, and the services you provide. NAMA recommends the use of a written client disclosure form that includes this and other information. You should make sure each client signs the form prior to receiving any of your services. 

NAMA considered our country’s current legal paradigm when developing its three professional practice categories. As mentioned previously, these categories were developed with an awareness of the current status of the law, and an eye toward the future. NAMA’s vision is that the future will evolve to allow the full and legal practice of Ayurveda in each state of our country. NAMA is working toward this vision through the development and implementation of its regulatory standards, and by supporting efforts to further health freedom laws and state licensing. 

Until NAMA’s vision becomes a reality, it will be more difficult to receive the clinical training and experience required for NAMA’s Ayurvedic Doctor designation. In the United States, there are only a few Ayurveda clinics where students can receive the clinical training and experience required to qualify for the Ayurvedic Doctor designation. Moreover, these clinics have fewer clients than would otherwise be optimal to complete the requirements in a timely manner. As a result, many U.S. Ayurveda schools are offering training in India, where students are able to experience all aspects of Ayurveda and have access to a vast number of clients. 

While the available training in India is a positive, there are some hurdles to overcome such as additional administrative demands, increased costs to the schools and students, and all involved having to spend large amounts of time away from home, family and friends. Additionally, as previously mentioned, the Ayurveda practiced in India does not always translate to the Ayurveda that can be legally practiced in the United States. As a result of these hurdles, some schools have chosen not to add an Ayurvedic Doctor program to its current curriculum. Others are choosing to open new schools and clinics in health freedom states. NAMA foresees that in the near future, there will be an expansion of training programs and facilities for Ayurvedic Doctors. In the meanwhile, Ayurvedic professionals will gain additional knowledge and experience as they grow their practices and take part in continuing education to enhance their knowledge base.

The legal and educational issues currently faced by NAMA are not exclusive to Ayurveda. In its early stages, western medicine faced some of the same issues. Even today, in relation to the practice of acupuncture, some state limit the practice to Medical Doctors, Osteopaths and Chiropractors. Other states have not yet enacted laws that license, regulate or prohibit acupuncture. 

NAMA seeks your patience and support as it moves forward to expand the role of Ayurveda as an integral part of the United States healthcare system. The need to practice legally and with clarity, honesty and integrity is important not only to you; your actions can affect your fellow practitioners, and the profession of Ayurveda. If even one Ayurvedic professional is prosecuted for practicing medicine without a license or acting in a deceptive manner, it becomes a stain on the entire profession and sets back our efforts to legitimize Ayurveda in the United States. To ensure that Ayurveda maintains a solid and respected reputation within the healthcare field, members are encouraged to be thoughtful and careful in their actions, and to work within the laws of the states in which they practice.

 

About the Author:

Susan Etheridge is an attorney, Ayurvedic Practitioner and yoga teacher.  She is a graduate of Boston University School of Law (J.D.), Florida State University (B.A.), the Ayurvedic Center for Well Being (Guru Kula Program), and Sadhana Healing Arts (Ayur-Yoga 200 Hour Teacher Training Program).  Susan is the founder of the Alternative Health Law Firm, which provides legal services that support the expansion, integration and acceptance of alternative healthcare throughout the world.

 

Legal Disclaimer:

The information provided in this article is for informational purposes only and should not be considered to be legal advice. The information does not necessarily reflect the opinions of the National Ayurvedic Medical Association or the principal author and is not guaranteed to be correct, complete, or up-to-date.  This article may contain links to other resources on the Internet.  These links are provided as citations and aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that the National Ayurvedic Medical Association or the principal author recommends, supports, sponsors, or is in any way affiliated or associated with any person or entity associated with those links, or is legally authorized to use any trade name, registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links.

The Legal, Unlicensed Practice of Ayurveda

Ayurveda is at an exciting stage in its development as a healthcare system in the U.S. We have a growing number of schools producing an exponential number of new graduates. Awareness of our profession is growing among the general public. With this growing awareness, we must all be cognizant of the importance of appropriate professional behavior. This can be a bit tricky as there is currently no licensure for the practice of Ayurveda. Our profession is at that awkward teenage-stage of development when it’s sometimes unclear about what to say and how to behave.

All states have medical practice laws that prohibit the practice of medicine without a medical license. Fortunately, complementary alternative medicine (CAM) practitioners have worked diligently with their state legislators to pass health freedom acts in 11 states. These Acts exempt non-licensed practitioners from the violation of any licensing law related to health care services provided the practitioners comply with a list of things they can and cannot do. These requirements are relatively straightforward and compliance is not onerous. The specifics vary somewhat state-to-state, but they are all similar.

For example, an unlicensed practitioner cannot perform surgery, administer x-rays, prescribe pharmaceuticals or represent himself or herself as a doctor or physician. Regarding the must-dos, the unlicensed practitioner must advise their clients prior to providing services that they are not a licensed doctor, that their services are alternative or complementary to healing arts services, that their services are not licensed by the state, they also need to explain the theory upon which their services are based, and describe their education and training. Compliance is really quite simple.

Ayurvedic practitioners have a reasonable amount of latitude practicing in these states provided they structure their language in Ayurvedic terms. They can diagnose and treat Ayurvedically. There are some cautionary aspects, so practitioners must be familiar with the specifics of their state’s health freedom act. Organizations formed to help pass these health freedom acts have helpful information interpreting the acts along with practitioner’s compliance information and client document templates. Get involved with the National Health Freedom Coalition.

We must all be knowledgeable of the medical practice law in our respective states to practice Ayurveda legally. Simply do an online search for “[your state] medical practice act”. Most of these laws are written in simple, common sense language.

Now… about those other 40 states. Ayurvedic practitioners in these remaining states have a more complicated task providing services. Some of these states’ statutes provide a little leeway, but some are completely restrictive. The following excerpt is a good example of how restrictive statues can be, “any person who practices or attempts to practice… any system or mode of treating the sick or afflicted … or who diagnoses, treats, operates for, or prescribes for any ailment, blemish, deformity, disease, disfigurement, disorder, injury, or other physical or mental condition … without having a valid certificate… is guilty of a public offense”. This statute clearly prohibits all forms of treatment by any system for any ailment. Operating outside the statute leaves the practitioner open to both civil and criminal charges up to and including felony charges. This reflects poorly on both the individual practitioner and our entire profession. Again, it is very important that you have read and understood your state’s statutes.

All is not lost! You can practice Ayurveda in a non-health freedom state, but everything you do must be in terms of providing education. Your verbal and written communication and your actions must consistently demonstrate that you are acting as an educator, and as such, you are not practicing medicine without a license.

A service agreement is a good first step in establishing the educational nature of your services. All of the health freedom acts require a similar document. The service agreement demonstrates your intent to act as an educator. This is a document that defines the terms and conditions of your relationship with your client. It lists the parties involved – you and your client. It should specifically state that you are not a doctor, that you cannot legally diagnose or treat, and that you are only providing educational services. The payment terms and duration of the services you provide should be specified. Both you and the client sign this document.

Once you have stated your intent and signed the service agreement, you have to operate within the terms of the agreement. Do not diagnose or treat, not even using Ayurvedic terminology. Remember, as the above example illustrates, some state’s statutes are globally prohibitive.

The next step is ensuring that your language does not slip into the realm of practicing medicine. To avoid this do not make any personally prescriptive recommendations or instructions to your client. Also, do not make any recommendations to treat a specific condition or issue, even if you are using Ayurvedic terminology. All communication and actions must be educational in nature and in no way be personally applicable to the client.

Clients seek healthcare services when they have a health issue. They come to the health practitioner with the expectation that they will be told what to do to resolve their issue. You cannot move into this personally prescriptive role, you must maintain the educational boundary between you and the client. It is appropriate to explain the legal issues and limitations and why you must communicate in this particular manner. Clients are obviously open to alternative healthcare, they have sought your services and they will be understanding and appreciative.

Special care should be given to any documents you provide to your clients. All documents should contain an educational disclaimer that states that the information is for educational purposes only and the information is not to be used as, used as a substitute for, or considered as a medical diagnosis, treatment or prescription. The disclaimer should also encourage your clients to consult a licensed health care professional before using any herbs or herbal products, before beginning any new exercise or health regime, and for any persistent problem or complaint.

What does this mean in day-to-day practice? How do you conduct a consultation? You can certainly assess a client. (Another nuance, do not use the word patient. You must not use any language or perform any actions that could imply the practice of medicine – so, client, not patient.) You can ask questions, prashna. You can ask your client to complete a health questionnaire that you provide and review it with the client. You can discuss the client’s specific health concerns and goals. You can perform an exam. You can review all the information you have collected and then provide a factual report of findings of their prakruti and vikruti.

Now for the important part: You cannot make any recommendations that are personally applicable to the client. You would not want to say, for example, “ Take Triphala to reduce Vata in your colon”. This is a prescriptive recommendation personally applicable to the client. Your state’s statues likely prohibit even this type of diagnosis and treatment.

What you can say in your report of findings is: “According to Ayurvedic theory, the symptoms you describe are typical of a person with elevated vata in the colon area. I also detect elevated vata in your colon pulse. The Ayurvedic formula, Triphala, has been classically used to support normal colon function”.

What’s the difference in these two statements? In the second statement, you have educated your client as to the Ayurvedic perspective of their symptoms. You have advised them that their vata is elevated. This is not diagnostic, only a descriptive fact. This is similar to reviewing a patient’s laboratory test results and confirming to them that their cholesterol is 265, but you are not interpreting and evaluating this information by saying they have hyperlipidemia. The difference is factual statement vs. diagnosis. You have provided education about Ayurvedic herbology in a very specific manner. What you did not do is make a medical claim. A medical claim is stating “take this to fix that”. Continuing with our cholesterol example above, saying “take guggulu to lower cholesterol” is a medical claim. Saying “classically Ayurveda has used guggulu to support normal liver function” is not a medical claim. Additionally, you did not make a personally prescriptive recommendation, only a correct factual statement.

You could even make the additional cautionary disclaimer, “I am not a doctor or a physician. I am not saying that you should personally take Triphala or guggulu, but should you decide they are appropriate for you, you may want to discuss this with your doctor before starting”.

You do not instruct the client to do or change anything. You provide education that is relevant to their health concerns and goals. You make it clear that you are not making personal recommendations. Communicate to the client that it is their responsibility to decide if the education you have provided is applicable to them and that it is also their responsibility to decide if they take action based on that information. The essential aspect of practicing in this way is that you always act as an educator. You must be consistent in your verbal and written communications and your actions, and they must be educational in nature. Our first amendment right provides for the freedom of speech, which includes education. That said, you are providing services for payment, you are still liable for providing correct and accurate information.

While adapting one’s language to be legally correct can be a bit tedious until it becomes a habit, it is straightforward. There are a number of phrases that you can incorporate to keep you in the educational realm. Phrases such as, “according to the classical teachings of Ayurveda” or “Ayurveda believes or recognizes” keeps the conversation educational and not personally instructive. You can also say, “what I would do for myself in similar circumstances is….”. This is your personal opinion about yourself, you are not telling the client to take specific action.

Even if you do everything correctly, this does not mean that you are 100% insulated from investigation and potential legal action. This will only occur if someone files a complaint. If a complaint is filed, the appropriate agency is required to investigate. That does not mean the action has merit. If you have taken the proper precautions, you will be able to demonstrate consistent good intent of your role as an educator. Common sense goes a long way in avoiding conflict. If you have an unhappy client, immediately give them a complete refund and ask that they return the herbs, supplements and documents you supplied them. It is rare, but other practitioners sometimes file complaints. This is often due to jealously or the fear of losing revenue. There is nothing that can be done to avoid this besides maintaining good relationships with fellow practitioners.

One last issue that often arises is the question of providing hands-on therapies such as abhyanga. Ayurveda certainly recognizes abhyanga as distinct and unique from massage. But to the non-Ayurvedic observer, abhyanga and massage appear to be the same thing. While one could attempt to argue that the client is being educated about abhyanga by the demonstration of receiving abhyanga, the counter argument is that the practitioner should be affiliated with a licensed massage school. To practice Ayuvedic bodywork safely, one should either have a license that allows for touch, or work legally under the supervision of a licensed healthcare practitioner. It is certainly acceptable for the practitioner to demonstrate self-abhyanga to their client.

Our profession is growing. This is the result of the actions of practitioners who came before us. We all have the responsibility to continue this tradition by practicing both legally and ethically. The intent of this article is to raise awareness of the importance of practicing legally. This article is much too brief to cover all legal aspects as each practice is unique with its different types of services offered and areas of specialty. Take the time to become knowledgeable about your state’s statues and how they apply to you. If you have any questions or concerns, retain a knowledgeable attorney for an hour’s consult. This will allow you to confidently operate your practice within your area of expertise compliant with all legal requirements.

 

About the Author

Jeff Turner operates Living Ayurveda, an integrated health clinic in Monterey, CA specializing in advanced chronic diseases and panchakarma. He is an author and an Ayurvedic educator teaching at various Ayurvedic schools in the U.S. and the California State University system. He has been actively involved with Ayurvedic legal and licensing issues since NAMA’s inception.

Legal Disclaimer: The information provided in this article is for informational purposes only and should not be considered to be legal advice. This article may contain links to other resources on the Internet.  These links are provided as citations and aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that the National Ayurvedic Medical Association or the principal author recommends, supports, sponsors, or is in any way affiliated or associated with any person or entity associated with those links, or is legally authorized to use any trade name, registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links.

Credentialing the Ayurvedic Profession

NAMA has been systematically building a credentialing program based on the belief that credentialing is one of the most important ingredients to the advancement of the Ayurvedic profession and a key component to the goal of licensing. There are many steps toward credentialing and NAMA has been hard at work over the past twelve years laying the groundwork. We are now ready to establish viable and fair National Exams for the Ayurvedic Health Counselor and the Ayurvedic Practitioner and will eventually create one for the Ayurvedic Doctor level.

Here we answer some questions you may have about the certification process, its impact on you and why NAMA’s certification program will be recognized nationally as the gold standard for competency in the field of Ayurveda.

Why Credentialing?

Credentialing facilitates standardized practice across a wide variety of treatment settings. Most importantly it assures ethical professionals are available to clients, families and their communities. Certification serves the following purposes:

  • It gives the general public a basis for evaluating a service provider

  • It helps employers judge the skills of existing or potential employees

  • It allows those who are certified to differentiate themselves from others in the profession and to advance their career

What is NAMA doing in the certification process?

First, NAMA had to identify the competencies an individual must possess to perform his/her job functions competently at various levels. NAMA identified Scopes of Practice required for these various levels of professionals. Additionally, we looked at educational guidelines required to meet the scopes of practice and took into consideration the value of experience needed to successfully complete a competency-based exam. These steps have been completed.

The next step was to find an experienced and appropriate partner to assist in creating the exams. After evaluating a number of proposals, we have teamed up with an outside consulting firm to provide expertise in psychometrics to ensure a valid and rigorous competency exam. A well-designed examination avoids the pitfalls of developing test questions that are not legally defensible or valid, thus resulting in poor data, and potential legal challenges.

Why develop a certification process?

According to the Center for Association Leadership, certification programs have become increasingly popular during the last few years. There have been many cases of organizations setting up certification programs and credentialing examinations without the proper rigor, judgment and stakeholder buy-in. For some organizations, it is seen simply as a quick revenue stream.

NAMA has chosen this rigorous path of certification in order to foster increased recognition of the profession nationally. However, creating and then maintaining a certification program requires planning and close attention to several important steps. NAMA is committed to a thorough and comprehensive process that includes the use of an experienced organization skilled in the creation and implementation of fair and legal examinations. The costs and time are significant in developing, marketing and administering a certification program and must be thoughtfully planned and implemented.

What are the biggest mistakes that some organizations make?

Underestimating the support needed in creating a defensible rigorous certification program. The support of the Ayurvedic community from the practitioners to the schools is paramount to its success.

>>NAMA has long worked with representatives of Ayurvedic schools, practitioners, and other key members of our community. In the cases where this is not done there tends to be many issues that arise around fairness and even legality of the exam itself. Thus creating a weak and indefensible component to the future licensing ingredients.

Underestimating the time needed. The variables included in the exam process include identifying the job tasks (competencies), identifying the exam objectives, the subject matter expert availability, and obtaining a good sample of beta candidates. If shortcuts are taken here, they usually come back to haunt the program in poor test items, unsatisfied test takers, and unreliable data.

>>NAMA has thoughtfully been working on the entire process over the past 10 years and is now entering the phase of the actual exam creation with a target date of December 2016 for implementation.

Failure to account for recertification. Few organizations certify for life without at least requiring some sort of skills maintenance. You should be skeptical of any organization that does not have a recertification process.

>>NAMA is making a long-term commitment by assuring a process for recertification through a continuing education program that will require those certified through the grandparenting process, or ultimately through the examination process to maintain and/or improve their skills on a regular basis. Developing side-by-side with the examinations, the Professional Ayurvedic Continuing Education (PACE) requirements provide evidence that our organization is continuing to invest in the credential that will maintain its value in the health field.

Failure to have a certification revocation process. This involves two steps: developing and distributing a “Code of Ethics” and confirming that all Professional Members have agreed to adhere to this standard, and creation of a “States of Professional Conduct” plan to establish a process by which complaints can be lodged and investigations conducted.

>>NAMA has a “Code of Ethics & Professional Conduct” in place and all professional members agree to follow the code when they submit their membership application. All professional members are also required to take a short Ethics Exam every two years as a part of their Professional Ayurvedic Continuing Education requirements. NAMA’s Ethics Committee reviews any complaints or breach of the code of ethics by professional members. The next step in the development of a certification revocation process is to take great care to ensure a disciplinary process is applied consistently and fairly. This process must also allow for a mechanism by which disciplinary actions can be appealed.

Failure to design a rigorous and fair exam that has both internal and external validity. When looking at a certification exam ask if it’s an exam that’s criterion based. That means it provides an objective reference standard. In a nutshell, this means that the candidates taking the exam are evaluated on how they perform relative to a fixed set of criterion, and not judged relative to their peer group’s performance.

>>NAMA is engaging experts in the field to work with us to assure this validity.

Failure to use experts in the exam development. Creating a fast and easy quiz or test without attention to the details of the exam process can result in invalidating any credential offered for everyone who has taken the exam.

>>NAMA has recognized few people are trained in rigorous test development. We’ve acknowledged that to provide a rigorous exam it needs guidance and expertise in exam development. We have teamed up with a psychometrical team of experts who are working closely with us to provide the necessary tools and guidance to help ensure our certification exam is:

Useful: Achieves our professional goals

Credible: Has perceived value and holds up under the scrutiny of others in the healthcare field

Reliable: Consistently measures whatever the test is measuring

Valid: The scores provide meaningful information based on the purpose of the test(s)

Legally Defensible: Has followed best practices to help ensure the test scores are fair, reliable, and valid

A lot boils down to the integrity of the exam. If the certification exam is too easy, too hard, or does not measure what it’s supposed to, then everything else will fade over time.

It is not enough to just offer a certification program for its own sake. We must raise the bar for the profession and follow through with a certification process that identifies and supports the best practitioners in our profession - those that practice to a well-defined and excellent standard of practice. NAMA is committed to offering a rigorous, valid and fair certification exam and has spent the last 12 years creating the groundwork to put it all in place.

NAMA has taken on this challenge for its members and ultimately for the viable future of Ayurveda in the United States. State organizations that adopt NAMA’s credentialing process, including the certification examinations, will have a strong and fully developed program to present to their legislatures in the efforts toward licensure. With a strong, thoughtful, and well-designed process, everyone wins.

 

References

Institute for Credentialing Excellence (2010). Defining features of quality certification and assessment-based certification programs. Retrieved from: http://www.credentialingexcellence.org/

Kryterion. Test development Analysis: retrieved from: http://www.kryteriononline.com/services/test_development/job_task_analysis/

Lenora G. Knapp, PhD, Joan E. Knapp, PhD (2014). Business of Certification: A Comprehensive Guide to Developing a Successful Program. Center for Association Leadership. Retrieved from: http://www.asaecenter.org/

Institute for Credentialing Excellence (2010). Defining features of quality certification and assessment-based certification programs. Retrieved from: http://www.credentialingexcellence.org/

Reed A. Castle, PhD. (2002) Developing a Certification or Licensure Exam. Schroeder Measurement Technologies, Inc. Retrieved from: http://home.smttest.com