How do I issue an assessment?

You can issue an assessment to any patient, new or existing, right from their profile or during intake.

For new patients

1. Go to the Patients page
2. Click “Add a Patient”
3. Enter their details
4. Select “Issue an Assessment”

For existing patients

1. Open the patient’s profile
2. Click one of the available schedule types:

• Intake
• Follow-Up
• Discharge
• Create Custom Schedule

3. Customize the assessment settings and delivery method

When you pick the first assessment, HiBoop fills in the label for you. A patient's first assessment uses your clinic's Intake label, and later ones use your Check-In label. This only happens if your clinic has exactly one label of that type. You can still change it.