Patient Management

There are two ways to issue an assessment:

• For a new patient: On the Patient page, click "Add a Patient", enter their details, and select "Issue an Assessment."
• For an existing patient: On their Patient Profile, click on an available schedule type (Intake, Discharge, Follow-Up, or Create Schedule) to open the assessment settings.

Assessments can be delivered in three ways:

• Email – The patient receives a direct link to complete the assessment.
• In-Person (QR Code) – A QR code is generated for patients to scan and complete the assessment on a phone or tablet.
• Clinician Portal – Care providers can administer the assessment on behalf of the patient.

When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.

• If email is selected as the delivery method, the assessment will be sent automatically on that date.
• If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.

A calendar feature will soon be available to help track upcoming assessments.

Once your clinic is set up in HiBoop, adding a patient is simple:

1. Go to the Patient page and click "Add a Patient."
2. Enter the patient's first name, last name, and email address.
3. If you'd like to issue an assessment immediately, select a delivery method (email, in-person, or clinician portal) in the next step.

A schedule functions as a patient’s care plan. It typically includes:

• Intake or pre-assessments before treatment
• Regular check-ins during treatment
• Discharge assessments
• Post-treatment follow-ups