How does the assessment flow work?

Understand the end-to-end flow from issuing an assessment to receiving completed results in HiBoop.

1 min read · Updated June 26, 2025

The HiBoop assessment flow is designed to be simple for patients and efficient for clinicians. Here's how it works from start to finish.

Step 1, Issue an assessment

A clinician or admin issues an assessment to a patient from the patient's profile. They choose:

  • Delivery method, In-person (displayed on a device at the clinic), Email link, or Scheduled for a future date
  • Assessment type, Prescreen (recommended for first-time sessions) or specific full-length instrument

Step 2, Patient completes the assessment

The patient receives the assessment via their chosen delivery method:

  • In-person: A clean, mobile-friendly form is displayed promptly for the patient to complete on a tablet or device
  • Email: The patient receives a secure link and completes the form from any device at their convenience

The patient answers each question. HiBoop supports skip logic and branching based on responses.

Step 3, Prescreen triggers recommendations (optional)

If the initial assessment is a prescreen, HiBoop's recommendation algorithm analyzes the responses and automatically suggests relevant full-length instruments based on the symptom domains flagged.

The clinician reviews and approves the recommended assessments before they are sent to the patient.

Step 4, Results are ready

Once the patient completes the assessment:

  • Results appear promptly on the patient's profile
  • Severity scores and labels are calculated automatically
  • Historical trend data is updated across all reports
  • Risk alerts fire if configured thresholds are exceeded

Step 5, Clinician reviews results

The clinician reviews scores, severity labels, and trend data during or after the session. Results can be shared with the patient directly or used to inform clinical decision-making.

For more detail on each step, see:

Want a high-level overview? See how HiBoop works →

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