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

TBD

1. Go to the Patient Profile and scroll down to the table.
2. Select a condition (e.g., Depression).
3. Click on the assessment name (e.g., PHQ-9) to view the patient’s responses.

🚚 What Delivery Methods Are Available?

HiBoop supports three flexible options for delivering assessments:

Email: Sends a secure link directly to the patient

• Best for remote/virtual clients and follow-up assessments

In-Person (QR Code): Displays a scannable QR code

• Best for in-clinic use on phone or tablet

Clinician Portal: Clinician completes the assessment with or on behalf of the patient

• Best for assisted care or tech-limited clients
  
  

🛡️ All methods are HIPAA/PIPEDA compliant and include automated reminders for email deliveries.

Use Required Assessments when issuing an assessment. We recommend keeping the number of required assessments minimal and allowing the default recommendation algorithm to guide the process.

The Patient Profile includes:

• Demographic details
• Condition severity
• Assessment scores
• Individual assessment responses

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.

➕ How Do I Add a Patient to HiBoop?

Once your clinic account is active, adding patients to HiBoop is quick and easy.

Steps to Add a Patient

1. Navigate to the Patients page
2. Click “Add a Patient”
3. Enter:
   • First name
   • Last name
   • Email address (used for assessment delivery)

4. (Optional) Proceed to Issue an Assessment immediately

• Select a delivery method - Email, in-person QR code, or clinician view

💡 Tip: Patients do not need to create an account. They’ll receive a secure link when assessments are delivered via email or QR code.

A schedule acts as a structured care plan for patient assessments across time.

🧭 Types of Schedules

• Intake – Initial assessment before treatment
• Follow-Up – Ongoing check-ins during care
• Discharge – End-of-treatment measurement
• Post-Care – Optional follow-up (e.g., 1 month later)
• Custom – Build your own schedule from scratch

Schedules help standardize care and simplify progress tracking across time points.

📆 How Do I Schedule an Assessment for the Future?

Future-dated assessments can be scheduled in just a few clicks.

🛠 Steps

1. Go to the Patient Profile
2. Click on a schedule type or “Create Schedule”
3. In Assessment Details, select a future date
4. Choose your delivery method:
   • Email: Assessment is sent automatically on the selected date
   • In-Person or Clinician Portal: Requires manual launch by provider

🧩 Can I Create a Multi-Step Program?

Yes! You can create programs to structure recurring assessments over time.

🧠 How to Build a Program

1. Choose how many times the patient should be assessed
   Example: 7x over 6 weeks (intake, 5 weekly check-ins, discharge, follow-up)
2. Define time intervals between assessments
   Weekly, biweekly, custom dates
3. Select your preferred assessments and delivery methods
4. Save and apply to patients as needed

HiBoop collects:

• Name & email
• Job Industry
• Substance use history
• Existing diagnoses
• Current medications

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.

You can also create a Program for your patients:

• Select the number of times you would like to assess a patient over the duration of treatment. For example, for a 6-week program, you could assess 7x (intake, weekly check ins, discharge, follow up)
• Decide the amount of time between each assessment
• Pick your preferred assessments and delivery method