[{"data":1,"prerenderedAt":1653},["ShallowReactive",2],{"help-page-en-clinic":3,"help-articles-en-clinic":909},{"page":4,"fallback":908},{"id":5,"title":6,"body":7,"description":896,"extension":897,"meta":898,"navTitle":899,"navigation":900,"path":901,"seo":902,"slug":903,"sourceFile":904,"stem":905,"type":906,"__hash__":907},"helpPages\u002Fhelp\u002Fclinic.md","Clinic Settings & Admin",{"type":8,"value":9,"toc":854},"minimark",[10,15,19,24,88,92,104,107,111,114,117,185,187,191,194,197,264,266,270,273,276,336,338,342,345,348,353,421,423,427,430,433,479,481,485,501,504,555,557,561,564,567,601,603,607,610,613,709,711,715,718,721,764,766,770,777,780],[11,12,14],"h2",{"id":13},"how-do-i-login-to-hiboop","How do I login to HiBoop??",[16,17,18],"p",{},"To access your HiBoop account, you'll use your clinic-assigned login method. HiBoop supports multiple secure sign-in options, including Google, Microsoft, Apple, email link, and password-based login.  ",[20,21,23],"h3",{"id":22},"step-by-step-instructions","Step-by-Step Instructions",[25,26,27,42,49,85],"ol",{},[28,29,30,31,41],"li",{},"Go to ",[32,33,34],"strong",{},[35,36,40],"a",{"href":37,"rel":38},"https:\u002F\u002Fapp.hiboop.com",[39],"nofollow","app.hiboop.com",". ",[28,43,44,45,48],{},"If you already have an account, click ",[32,46,47],{},"Login"," at the bottom of the screen.",[28,50,51,52],{},"Choose your login method:\n",[53,54,55,61,67,73,79],"ul",{},[28,56,57,60],{},[32,58,59],{},"Google"," – sign in with your Google Workspace or Gmail account",[28,62,63,66],{},[32,64,65],{},"Microsoft"," – sign in using your Outlook or Microsoft 365 account",[28,68,69,72],{},[32,70,71],{},"Apple"," – sign in with your Apple ID",[28,74,75,78],{},[32,76,77],{},"Email Link"," – receive a secure login link via email (no password required)",[28,80,81,84],{},[32,82,83],{},"Email & Password"," – use your email and password if one was set by your clinic admin",[28,86,87],{},"Complete any required two-factor authentication steps, if prompted.",[20,89,91],{"id":90},"forgot-your-login","Forgot Your Login?",[53,93,94,101],{},[28,95,96,97,100],{},"Click ",[32,98,99],{},"\"Forgot password?\""," (for Email & Password users)",[28,102,103],{},"Or ask your clinic admin to resend your invite or update your access",[105,106],"hr",{},[11,108,110],{"id":109},"how-do-i-manage-my-profile","How do I manage my profile",[16,112,113],{},"Your profile settings allow you to update your name, change your password, and enable two-factor authentication (2FA) for added security. These settings are specific to your individual user account.",[20,115,23],{"id":116},"step-by-step-instructions-1",[25,118,119,129,149,163,179],{},[28,120,30,121,124,125,128],{},[32,122,123],{},"Settings"," > ",[32,126,127],{},"Profile",".",[28,130,131,132,134,135],{},"Under ",[32,133,127],{},", you can update your:\n",[53,136,137,143],{},[28,138,139,142],{},[32,140,141],{},"Full Name"," – visible to other team members and patients (when applicable)",[28,144,145,148],{},[32,146,147],{},"Email"," – this is your login and contact email (contact your admin if it needs to be changed)",[28,150,151,152],{},"To update your login credentials:\n",[25,153,154,160],{},[28,155,96,156,159],{},[32,157,158],{},"Change Password"," to set a new password",[28,161,162],{},"Follow the prompt to enter your current and new password",[28,164,165,166],{},"To improve security:\n",[25,167,168,173,176],{},[28,169,96,170],{},[32,171,172],{},"Enable Two-Factor Authentication",[28,174,175],{},"Use an authenticator app (like Google Authenticator or Authy) to scan the QR code",[28,177,178],{},"Enter the 6-digit code generated to confirm setup",[28,180,96,181,184],{},[32,182,183],{},"Sign Out"," to log out of your account securely.",[105,186],{},[11,188,190],{"id":189},"how-do-i-manage-clinic-details","How do I manage clinic details?",[16,192,193],{},"Clinic admins can update the business name, contact info, address, and specialties shown to patients. This information appears on shared forms and communications, so keeping it current ensures clarity and professionalism.",[20,195,23],{"id":196},"step-by-step-instructions-2",[25,198,199,205,212,258],{},[28,200,201,202,204],{},"Click on ",[32,203,123],{}," in the left-hand menu.",[28,206,207,208,211],{},"Select the ",[32,209,210],{},"Clinic"," tab at the top of the settings screen.",[28,213,214,215],{},"Update any of the following fields:\n",[53,216,217,222,231,247],{},[28,218,219],{},[32,220,221],{},"Business Name",[28,223,224,227,228],{},[32,225,226],{},"Practice Type"," and ",[32,229,230],{},"Treatment Specialty",[28,232,233,236,237,236,240,243,244],{},[32,234,235],{},"Address",", ",[32,238,239],{},"City",[32,241,242],{},"Province",", and ",[32,245,246],{},"Postal Code",[28,248,249,236,252,243,255],{},[32,250,251],{},"Phone Number",[32,253,254],{},"Website",[32,256,257],{},"Clinic Email",[28,259,96,260,263],{},[32,261,262],{},"Save"," to apply changes.",[105,265],{},[11,267,269],{"id":268},"how-do-i-add-staff-to-my-account","How do I add staff to my account?",[16,271,272],{},"Admins can invite new staff members to join the clinic in HiBoop and assign them roles with predefined permissions. This ensures each user only accesses the features and data they need.",[20,274,23],{"id":275},"step-by-step-instructions-3",[25,277,278,283,290,296,328,331],{},[28,279,96,280,282],{},[32,281,123],{}," from the left-hand menu.",[28,284,285,286,289],{},"Go to the ",[32,287,288],{},"Team"," tab in the settings bar.",[28,291,96,292,295],{},[32,293,294],{},"Add Staff"," in the top-right corner.",[28,297,298,299],{},"Fill in the following details:\n",[53,300,301,311,318],{},[28,302,303,306,307],{},[32,304,305],{},"Name"," ",[308,309,310],"em",{},"(optional)",[28,312,313,306,315],{},[32,314,147],{},[308,316,317],{},"(required, this is where the invite will be sent)",[28,319,320,323,324,327],{},[32,321,322],{},"Role"," – select from available roles (e.g., ",[308,325,326],{},"Account Admin",")",[28,329,330],{},"Review the permissions associated with that role.",[28,332,96,333,335],{},[32,334,262],{}," to send the invitation.",[105,337],{},[11,339,341],{"id":340},"how-to-manage-staff-roles","How to manage staff roles",[16,343,344],{},"HiBoop allows clinic admins to manage staff roles and their permissions, ensuring team members have the right level of access. Roles define what each user can view, edit, and control across the platform.",[20,346,23],{"id":347},"step-by-step-instructions-4",[349,350,352],"h4",{"id":351},"view-and-edit-roles","View and Edit Roles",[25,354,355,359,366,373,380],{},[28,356,96,357,204],{},[32,358,123],{},[28,360,361,362,365],{},"Navigate to the ",[32,363,364],{},"Roles"," tab.",[28,367,368,369,372],{},"You'll see a list of predefined roles (e.g., ",[308,370,371],{},"Account Admin, Clinical Admin, Care Provider, Front Desk, Support Staff","), with descriptions and assigned staff.",[28,374,375,376,379],{},"Use the ",[32,377,378],{},"+ Add Role"," button at the top right to create a new role (if custom roles are enabled).",[28,381,382,383],{},"To update a role:\n",[53,384,385,392,395,418],{},[28,386,387,388,391],{},"Click on a role to open the ",[32,389,390],{},"Edit Role"," panel.",[28,393,394],{},"Use the \"Assigned Team Members\" section to add or remove users.",[28,396,397,398],{},"Review or adjust permissions grouped by category:\n",[53,399,400,406,412],{},[28,401,402,405],{},[32,403,404],{},"Patient Access"," (view patients, view results, etc.)",[28,407,408,411],{},[32,409,410],{},"Assessment Controls"," (issue, adjust, submit, archive assessments)",[28,413,414,417],{},[32,415,416],{},"Admin & Reporting"," (manage users, billing, support access, audit logs)",[28,419,420],{},"Save changes and confirm permission responsibilities.",[105,422],{},[11,424,426],{"id":425},"how-do-i-setup-assessment-and-risk-alerts","How do I setup assessment and risk alerts?",[16,428,429],{},"HiBoop allows you to create alerts when a patient's symptom severity reaches a defined threshold. You can also control whether assessment results are visible to patients by default.",[20,431,23],{"id":432},"step-by-step-instructions-5",[25,434,435,446,451,469,472],{},[28,436,437,438,441,442,445],{},"From the same ",[32,439,440],{},"Assessment Form"," tab, scroll to the ",[32,443,444],{},"Alerts"," section.",[28,447,96,448,128],{},[32,449,450],{},"+ Add Alert",[28,452,453,454],{},"In the dropdown, select:\n",[53,455,456,463],{},[28,457,458,459,462],{},"The ",[32,460,461],{},"assessment"," (e.g., PHQ-9, GAD-7)",[28,464,458,465,468],{},[32,466,467],{},"severity threshold"," you want to trigger an alert (e.g., \"Moderately Severe\" or score value)",[28,470,471],{},"The alert will trigger when a new assessment result exceeds that threshold.",[28,473,474,475,478],{},"To remove an alert, click the ",[32,476,477],{},"minus (–)"," icon beside it.",[105,480],{},[11,482,484],{"id":483},"how-do-i-rename-my-scheduled-assessment-types","How do I rename my scheduled assessment types",[16,486,487,488,236,491,236,494,243,497,500],{},"You can customize the names of your clinic's assessment stages, like ",[308,489,490],{},"Intake",[308,492,493],{},"Check-in",[308,495,496],{},"Discharge",[308,498,499],{},"Follow-up",",to match your internal workflow. These custom labels appear throughout the platform and help clarify progress tracking for your team.",[20,502,23],{"id":503},"step-by-step-instructions-6",[25,505,506,512,518,552],{},[28,507,30,508,124,510,128],{},[32,509,123],{},[32,511,440],{},[28,513,514,515,445],{},"Scroll down to the ",[32,516,517],{},"Assessment Types",[28,519,520,521],{},"Update the labels in any of the fields:\n",[53,522,523,531,539,544],{},[28,524,525,527,528],{},[32,526,490],{}," – e.g., rename to ",[308,529,530],{},"Initial Assessment",[28,532,533,535,536,327],{},[32,534,493],{}," – used for routine updates; system will add a number automatically (e.g., ",[308,537,538],{},"Check-in #3",[28,540,541,543],{},[32,542,496],{}," – final assessment before a patient exits care",[28,545,546,548,549,327],{},[32,547,499],{}," – post-treatment check-ins; system adds numbers here too (e.g., ",[308,550,551],{},"Follow-up #2",[28,553,554],{},"Edits save automatically or once you click away (depending on version).",[105,556],{},[11,558,560],{"id":559},"how-do-i-choose-my-preferred-assessments","How do I choose my preferred assessments",[16,562,563],{},"Preferred assessments are the default tools used when a condition is identified during symptom screening. Setting these ensures consistency across your clinic and streamlines assessment scheduling.",[20,565,23],{"id":566},"step-by-step-instructions-7",[25,568,569,575,580,583,593,596],{},[28,570,30,571,124,573,128],{},[32,572,123],{},[32,574,440],{},[28,576,514,577,445],{},[32,578,579],{},"Preferred Assessments",[28,581,582],{},"For each listed condition category (e.g., Trauma, Depression, Substance Use), click the dropdown.",[28,584,585,586,589,590],{},"Select your clinic's preferred tool from the available options. Example: For ",[32,587,588],{},"Trauma",", choose ",[308,591,592],{},"PCL-5 | PTSD Checklist for DSM-5-TR",[28,594,595],{},"Repeat for any other conditions your clinic regularly screens for.",[28,597,96,598,600],{},[32,599,262],{}," at the bottom of the page to save your preferences.",[105,602],{},[11,604,606],{"id":605},"how-do-i-add-program-templates","How do I add program templates?",[16,608,609],{},"Program templates allow you to define a standardized set of assessment schedules (like Intake, Check-ins, Discharge, and Follow-up) that can be reused across patients. This helps automate scheduling and supports consistent reporting across cohorts.",[20,611,23],{"id":612},"step-by-step-instructions-8",[25,614,615,622,628,658,701,704],{},[28,616,30,617,124,619,128],{},[32,618,123],{},[32,620,621],{},"Programs",[28,623,96,624,627],{},[32,625,626],{},"+ Add Program"," or select an existing template to duplicate.",[28,629,630,631],{},"Fill out the following:\n",[53,632,633,638,644],{},[28,634,635],{},[32,636,637],{},"Program Name",[28,639,640,643],{},[32,641,642],{},"Description"," (used internally to describe the program's focus)",[28,645,646,649,650,653,654,657],{},[308,647,648],{},"(Optional)"," Click ",[32,651,652],{},"Generate Link"," to create a ",[32,655,656],{},"Program Setup Link",", allowing patients to join this program automatically.",[28,659,131,660,663,664,667,668],{},[32,661,662],{},"Assessment Schedule",", click ",[32,665,666],{},"+ Add Schedule","to define each assessment timepoint:\n",[53,669,670,677,684,691,694],{},[28,671,672,673,676],{},"Select a ",[32,674,675],{},"Type"," (e.g., Intake, Check-in, Discharge, Follow-up)",[28,678,679,680,683],{},"Set the number of ",[32,681,682],{},"days from program start"," (e.g., Check-in on Day 7)",[28,685,686,687,690],{},"Choose ",[32,688,689],{},"Assessment Settings"," like Prescreen and related condition screening",[28,692,693],{},"Select required assessments if applicable",[28,695,696,697,700],{},"Choose the ",[32,698,699],{},"Assessment Format"," (Email or In-Person)",[28,702,703],{},"Repeat to add additional schedule points as needed.",[28,705,96,706,708],{},[32,707,262],{}," to finalize the program.",[105,710],{},[11,712,714],{"id":713},"how-do-i-automatically-enroll-patients-into-a-program-without-creating-their-account-first","How do I automatically enroll patients into a program without creating their account first?",[16,716,717],{},"Program Setup Links let you onboard patients automatically into a specific program. When a patient opens the link, they'll be added to your clinic and begin the assigned assessment schedule without manual setup.",[20,719,23],{"id":720},"step-by-step-instructions-9",[25,722,723,729,732,740,743],{},[28,724,30,725,124,727,128],{},[32,726,123],{},[32,728,621],{},[28,730,731],{},"Click on the program you want to enable for self-onboarding.",[28,733,734,735,737,738,128],{},"On the right-hand side, click ",[32,736,652],{}," under ",[32,739,656],{},[28,741,742],{},"Copy the generated link and share it with the patient securely (e.g., via email, intake form, or messaging platform).",[28,744,745,746],{},"When the patient opens the link:\n",[53,747,748,751,754],{},[28,749,750],{},"They'll be guided through account creation",[28,752,753],{},"They'll be automatically added to your clinic",[28,755,756,757,760,761],{},"Their ",[32,758,759],{},"assessment schedule"," for the selected program will begin with ",[32,762,763],{},"Day 0 = date of signup",[105,765],{},[11,767,769],{"id":768},"how-do-i-monitor-account-activity","How do I monitor account activity?",[16,771,772,773,776],{},"HiBoop's ",[32,774,775],{},"Activity Logs"," let clinic admins track who accessed or modified patient data, when it happened, and what action was taken. This supports audit requirements, clinical accountability, and administrative oversight.",[20,778,23],{"id":779},"step-by-step-instructions-10",[25,781,782,789,832],{},[28,783,30,784,124,786,128],{},[32,785,123],{},[32,787,788],{},"Logs",[28,790,458,791,793,794],{},[32,792,775],{},"table displays:\n",[53,795,796,802,814,820,826],{},[28,797,798,801],{},[32,799,800],{},"Date & Time"," of each action",[28,803,804,807,808,236,811,327],{},[32,805,806],{},"Event Type"," (e.g., ",[308,809,810],{},"Patient Results Viewed",[308,812,813],{},"Assessment Questions Answered",[28,815,816,819],{},[32,817,818],{},"User Name"," of the person who performed the action",[28,821,822,825],{},[32,823,824],{},"Patient Name"," associated with the action",[28,827,828,829],{},"Any relevant ",[32,830,831],{},"Details",[28,833,834,835],{},"Use the controls at the top to filter your view:\n",[53,836,837,842,848],{},[28,838,839,841],{},[32,840,806],{}," dropdown to focus on specific actions",[28,843,844,847],{},[32,845,846],{},"Search bars"," to filter by user or patient",[28,849,850,853],{},[32,851,852],{},"Date range selector"," to limit results to a specific time window",{"title":855,"searchDepth":856,"depth":856,"links":857},"",3,[858,863,866,869,872,878,881,884,887,890,893],{"id":13,"depth":859,"text":14,"children":860},2,[861,862],{"id":22,"depth":856,"text":23},{"id":90,"depth":856,"text":91},{"id":109,"depth":859,"text":110,"children":864},[865],{"id":116,"depth":856,"text":23},{"id":189,"depth":859,"text":190,"children":867},[868],{"id":196,"depth":856,"text":23},{"id":268,"depth":859,"text":269,"children":870},[871],{"id":275,"depth":856,"text":23},{"id":340,"depth":859,"text":341,"children":873},[874],{"id":347,"depth":856,"text":23,"children":875},[876],{"id":351,"depth":877,"text":352},4,{"id":425,"depth":859,"text":426,"children":879},[880],{"id":432,"depth":856,"text":23},{"id":483,"depth":859,"text":484,"children":882},[883],{"id":503,"depth":856,"text":23},{"id":559,"depth":859,"text":560,"children":885},[886],{"id":566,"depth":856,"text":23},{"id":605,"depth":859,"text":606,"children":888},[889],{"id":612,"depth":856,"text":23},{"id":713,"depth":859,"text":714,"children":891},[892],{"id":720,"depth":856,"text":23},{"id":768,"depth":859,"text":769,"children":894},[895],{"id":779,"depth":856,"text":23},"Learn how to set up and manage your HiBoop clinic, invite staff, and configure assessments and alerts efficiently.","md",{},"Clinic Management",true,"\u002Fhelp\u002Fclinic",{"title":6,"description":896},"clinic",null,"help\u002Fclinic","helpPage","3C979BihuF63LNLPNfJ7ku_WdbXaIg8jSb0Gtgwtlx8",false,[910,1145,1167,1302,1460,1477,1622],{"id":911,"title":912,"body":913,"category":903,"categoryTitle":899,"description":1136,"extension":897,"meta":1137,"navigation":900,"path":1138,"seo":1139,"slug":1140,"sourceFile":904,"stem":1141,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1143,"__hash__":1144},"helpArticles\u002Fhelp\u002Farticles\u002Fadmin.md","Platform Administration FAQ",{"type":8,"value":914,"toc":1121},[915,919,923,947,951,971,974,978,981,1012,1018,1022,1028,1030,1034,1038,1042,1062,1066,1084,1087,1091,1097,1118],[11,916,918],{"id":917},"staff-management","Staff Management",[20,920,922],{"id":921},"how-do-i-add-new-staff","How do I add new staff?",[25,924,925,930,935,939,942],{},[28,926,30,927,929],{},[32,928,123],{}," in the left-hand navigation.",[28,931,932,933,365],{},"Click the ",[32,934,288],{},[28,936,96,937,295],{},[32,938,294],{},[28,940,941],{},"Enter the staff member's name (optional) and email (required), then select a role.",[28,943,96,944,946],{},[32,945,262],{},", an invitation email is sent promptly.",[20,948,950],{"id":949},"how-do-i-remove-a-staff-member","How do I remove a staff member?",[25,952,953,958,964],{},[28,954,30,955,128],{},[32,956,957],{},"Settings > Team",[28,959,932,960,963],{},[32,961,962],{},"⋮"," (more options) icon at the end of the staff member's row.",[28,965,966,967,970],{},"Select ",[32,968,969],{},"Remove"," to revoke their access.",[16,972,973],{},"Removed staff lose access promptly. Their historical activity remains in audit logs.",[20,975,977],{"id":976},"what-roles-are-available","What roles are available?",[16,979,980],{},"HiBoop uses role-based access control (RBAC). The default roles are:",[53,982,983,988,994,1000,1006],{},[28,984,985,987],{},[32,986,326],{},", full access to settings, billing, team management, and all patient records",[28,989,990,993],{},[32,991,992],{},"Clinical Admin",", clinical access plus staff and program management; no billing",[28,995,996,999],{},[32,997,998],{},"Care Provider",", access to assigned patients, assessments, and reporting",[28,1001,1002,1005],{},[32,1003,1004],{},"Front Desk",", patient and schedule management; no access to results or reports",[28,1007,1008,1011],{},[32,1009,1010],{},"Support Staff",", limited access for basic administrative tasks",[16,1013,1014,1015,128],{},"Admins can review and edit role permissions under ",[32,1016,1017],{},"Settings > Roles",[20,1019,1021],{"id":1020},"how-do-staff-accept-their-invitation","How do staff accept their invitation?",[16,1023,1024,1025,128],{},"Staff receive an email with a secure link. They click the link, set a password or sign in with Google\u002FMicrosoft\u002FApple, and are added to the clinic automatically. If the invite email is missing, ask them to check spam or use ",[32,1026,1027],{},"Settings > Team > Resend Invite",[105,1029],{},[11,1031,1033],{"id":1032},"patient-management","Patient Management",[20,1035,1037],{"id":1036},"how-do-i-archive-a-patient","How do I archive a patient?",[349,1039,1041],{"id":1040},"option-1-from-the-patient-profile","Option 1: From the Patient Profile",[25,1043,1044,1051,1056],{},[28,1045,1046,1047,1050],{},"Open the patient's profile from the ",[32,1048,1049],{},"Patients"," page.",[28,1052,932,1053,1055],{},[32,1054,962],{}," (more options) button in the top-right corner of the profile.",[28,1057,966,1058,1061],{},[32,1059,1060],{},"Archive Patient"," and confirm.",[349,1063,1065],{"id":1064},"option-2-from-the-patient-list","Option 2: From the Patient List",[25,1067,1068,1074,1079],{},[28,1069,1070,1071,1073],{},"On the ",[32,1072,1049],{}," page, find the patient.",[28,1075,932,1076,1078],{},[32,1077,962],{}," icon at the end of their row.",[28,1080,966,1081,1061],{},[32,1082,1083],{},"Archive",[16,1085,1086],{},"Archived patients are removed from active workflows but their data is preserved. They can be unarchived at any time.",[20,1088,1090],{"id":1089},"how-do-i-filter-my-patient-list","How do I filter my patient list?",[16,1092,1093,1094,1096],{},"Use the filter controls at the top of the ",[32,1095,1049],{}," page to narrow by:",[53,1098,1099,1104,1110],{},[28,1100,1101],{},[32,1102,1103],{},"Assigned clinician",[28,1105,1106,1109],{},[32,1107,1108],{},"Patient status"," (Active, Archived)",[28,1111,1112,1115,1116],{},[32,1113,1114],{},"Program"," or ",[32,1117,759],{},[16,1119,1120],{},"Combine filters to create focused clinical views. Filters apply promptly, no page reload needed.",{"title":855,"searchDepth":856,"depth":856,"links":1122},[1123,1129],{"id":917,"depth":859,"text":918,"children":1124},[1125,1126,1127,1128],{"id":921,"depth":856,"text":922},{"id":949,"depth":856,"text":950},{"id":976,"depth":856,"text":977},{"id":1020,"depth":856,"text":1021},{"id":1032,"depth":859,"text":1033,"children":1130},[1131,1135],{"id":1036,"depth":856,"text":1037,"children":1132},[1133,1134],{"id":1040,"depth":877,"text":1041},{"id":1064,"depth":877,"text":1065},{"id":1089,"depth":856,"text":1090},"Frequently asked questions about managing staff, permissions, and patient records in HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fadmin",{"title":912,"description":1136},"admin","help\u002Farticles\u002Fadmin","helpArticle","2026-03-09T00:00:00Z","5psygcim3wy0Otm5SUHuZfMp70-oSkJ8rpGYHE8FBCk",{"id":1146,"title":1147,"body":1148,"category":903,"categoryTitle":899,"description":904,"extension":897,"meta":1160,"navigation":900,"path":1161,"seo":1162,"slug":1163,"sourceFile":904,"stem":1164,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1165,"__hash__":1166},"helpArticles\u002Fhelp\u002Farticles\u002Finvitation-missing.md","My team did not receive the invitation via email, where is it?",{"type":8,"value":1149,"toc":1158},[1150],[16,1151,1152,1153,1157],{},"If the invitation email hasn’t arrived, try the following:\nCheck junk\u002Fspam folders – Sometimes emails are filtered incorrectly.\nConfirm the @hiboop domain is marked as safe – Your internal IT team may need to whitelist it.\nStill not receiving it? Contact us at ",[35,1154,1156],{"href":1155},"mailto:support@hiboop.com","support@hiboop.com"," and we’ll help.",{"title":855,"searchDepth":856,"depth":856,"links":1159},[],{},"\u002Fhelp\u002Farticles\u002Finvitation-missing",{"title":1147,"description":904},"invitation-missing","help\u002Farticles\u002Finvitation-missing","2025-06-24T16:50:00Z","C9AfZRidlpTP2M5gx_bIutxkedm61neVALi4oJH3tJg",{"id":1168,"title":1169,"body":1170,"category":903,"categoryTitle":899,"description":1294,"extension":897,"meta":1295,"navigation":900,"path":1296,"seo":1297,"slug":1298,"sourceFile":904,"stem":1299,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1300,"__hash__":1301},"helpArticles\u002Fhelp\u002Farticles\u002Fpreferred.md","Setting up preferred assessments",{"type":8,"value":1171,"toc":1289},[1172,1175,1179,1203,1207,1267,1271,1282],[16,1173,1174],{},"Preferred assessments are the default full-length scales HiBoop assigns when a patient's prescreen results flag a specific condition domain. Setting these up ensures consistency across your clinic and avoids manual selection on a per-patient basis.",[11,1176,1178],{"id":1177},"how-to-configure-preferred-assessments","How to configure preferred assessments",[25,1180,1181,1186,1192,1195,1198],{},[28,1182,30,1183],{},[32,1184,1185],{},"Settings > Assessment Form",[28,1187,1188,1189,1191],{},"Scroll to the ",[32,1190,579],{}," section",[28,1193,1194],{},"For each condition category listed (e.g., Depression, Anxiety, Trauma, Substance Use), click the dropdown",[28,1196,1197],{},"Select your preferred assessment from the available validated tools",[28,1199,96,1200,1202],{},[32,1201,262],{}," at the bottom of the page",[11,1204,1206],{"id":1205},"example-configuration","Example configuration",[1208,1209,1210,1223],"table",{},[1211,1212,1213],"thead",{},[1214,1215,1216,1220],"tr",{},[1217,1218,1219],"th",{},"Condition domain",[1217,1221,1222],{},"Common choice",[1224,1225,1226,1235,1243,1251,1259],"tbody",{},[1214,1227,1228,1232],{},[1229,1230,1231],"td",{},"Depression",[1229,1233,1234],{},"PHQ-9",[1214,1236,1237,1240],{},[1229,1238,1239],{},"Anxiety",[1229,1241,1242],{},"GAD-7",[1214,1244,1245,1248],{},[1229,1246,1247],{},"Trauma \u002F PTSD",[1229,1249,1250],{},"PCL-5",[1214,1252,1253,1256],{},[1229,1254,1255],{},"ADHD",[1229,1257,1258],{},"ASRS v1.1",[1214,1260,1261,1264],{},[1229,1262,1263],{},"Substance use",[1229,1265,1266],{},"AUDIT or ASSIST-3",[11,1268,1270],{"id":1269},"notes","Notes",[53,1272,1273,1276,1279],{},[28,1274,1275],{},"Preferred assessments apply clinic-wide, they affect all patients unless overridden manually on an individual assessment",[28,1277,1278],{},"Clinicians can still swap scales for specific patients when clinically appropriate",[28,1280,1281],{},"If no preferred assessment is set for a domain, HiBoop will use its default recommendation based on the assessment library",[16,1283,1284,1285,128],{},"For a full list of available assessments, see the ",[35,1286,1288],{"href":1287},"\u002Fassessments\u002F","Assessment Library",{"title":855,"searchDepth":856,"depth":856,"links":1290},[1291,1292,1293],{"id":1177,"depth":859,"text":1178},{"id":1205,"depth":859,"text":1206},{"id":1269,"depth":859,"text":1270},"Configure your clinic's default assessment tools for each condition domain so HiBoop recommends the right scales automatically.",{},"\u002Fhelp\u002Farticles\u002Fpreferred",{"title":1169,"description":1294},"preferred","help\u002Farticles\u002Fpreferred","2025-06-26T00:00:00Z","AsqTKjo6b_PYqH9wVjWHq81yoJbajykH_8qDCvqAbwc",{"id":1303,"title":1304,"body":1305,"category":903,"categoryTitle":899,"description":1453,"extension":897,"meta":1454,"navigation":900,"path":1455,"seo":1456,"slug":1457,"sourceFile":904,"stem":1458,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1300,"__hash__":1459},"helpArticles\u002Fhelp\u002Farticles\u002Froles.md","Understanding roles & permissions",{"type":8,"value":1306,"toc":1446},[1307,1310,1314,1371,1375,1396,1400,1406,1410,1425,1429,1432],[16,1308,1309],{},"HiBoop uses a role-based access control system to ensure each team member only sees and manages what they need to. Roles are assigned when inviting staff and can be updated at any time by a clinic admin.",[11,1311,1313],{"id":1312},"default-roles","Default roles",[1208,1315,1316,1324],{},[1211,1317,1318],{},[1214,1319,1320,1322],{},[1217,1321,322],{},[1217,1323,642],{},[1224,1325,1326,1335,1344,1353,1362],{},[1214,1327,1328,1332],{},[1229,1329,1330],{},[32,1331,326],{},[1229,1333,1334],{},"Full access to all features including settings, billing, staff, and all patient data",[1214,1336,1337,1341],{},[1229,1338,1339],{},[32,1340,992],{},[1229,1342,1343],{},"Manages patients, assessments, and reports, no billing or admin settings",[1214,1345,1346,1350],{},[1229,1347,1348],{},[32,1349,998],{},[1229,1351,1352],{},"Access to their own assigned patients and results",[1214,1354,1355,1359],{},[1229,1356,1357],{},[32,1358,1004],{},[1229,1360,1361],{},"Handles patient intake and scheduling; limited clinical data access",[1214,1363,1364,1368],{},[1229,1365,1366],{},[32,1367,1010],{},[1229,1369,1370],{},"Read-only access to patient results",[11,1372,1374],{"id":1373},"viewing-and-editing-roles","Viewing and editing roles",[25,1376,1377,1381,1384,1390,1393],{},[28,1378,30,1379],{},[32,1380,1017],{},[28,1382,1383],{},"Click on any role to see its full permission set",[28,1385,375,1386,1389],{},[32,1387,1388],{},"Assigned Team Members"," section to add or remove users from a role",[28,1391,1392],{},"Adjust individual permissions grouped by category (Patient Access, Assessment Controls, Admin & Reporting)",[28,1394,1395],{},"Save changes",[11,1397,1399],{"id":1398},"creating-custom-roles","Creating custom roles",[16,1401,1402,1403,1405],{},"If your clinic's workflow requires a permission set not covered by the defaults, click ",[32,1404,378],{}," to create a custom role with a tailored permission set.",[11,1407,1409],{"id":1408},"best-practices","Best practices",[53,1411,1412,1419,1422],{},[28,1413,1414,1415,1418],{},"Assign the ",[32,1416,1417],{},"least-privileged"," role that allows each staff member to do their job",[28,1420,1421],{},"Review role assignments when staff responsibilities change",[28,1423,1424],{},"Remove access promptly when a staff member leaves the clinic",[11,1426,1428],{"id":1427},"role-based-access-hipaa-compliance","Role-based access & HIPAA compliance",[16,1430,1431],{},"Role-based access controls are a core component of HiBoop's HIPAA and PIPEDA compliance posture. Limiting data access to only what each staff member needs, the \"minimum necessary\" standard, is a fundamental requirement under both frameworks.",[53,1433,1434,1440],{},[28,1435,1436],{},[35,1437,1439],{"href":1438},"\u002Ftrust\u002F","Trust Center & HIPAA compliance overview",[28,1441,1442],{},[35,1443,1445],{"href":1444},"\u002Fhelp\u002Fprivacy\u002Fdata-protection\u002F","How does HiBoop protect patient data?",{"title":855,"searchDepth":856,"depth":856,"links":1447},[1448,1449,1450,1451,1452],{"id":1312,"depth":859,"text":1313},{"id":1373,"depth":859,"text":1374},{"id":1398,"depth":859,"text":1399},{"id":1408,"depth":859,"text":1409},{"id":1427,"depth":859,"text":1428},"Learn how HiBoop roles control what each staff member can view, edit, and manage across your clinic.",{},"\u002Fhelp\u002Farticles\u002Froles",{"title":1304,"description":1453},"roles","help\u002Farticles\u002Froles","YbWolv4DIStlTjTT0HFusgkFd3Lm9BR-jkRCtVr1vUQ",{"id":1461,"title":1462,"body":1463,"category":903,"categoryTitle":899,"description":904,"extension":897,"meta":1470,"navigation":900,"path":1471,"seo":1472,"slug":1473,"sourceFile":904,"stem":1474,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1475,"__hash__":1476},"helpArticles\u002Fhelp\u002Farticles\u002Fstaff-invitation.md","How do staff accept their invitation and create a password?",{"type":8,"value":1464,"toc":1468},[1465],[16,1466,1467],{},"When a staff member is added to HiBoop, they will receive an email invitation with a link to create their account. They’ll just need to set a password to complete the setup.",{"title":855,"searchDepth":856,"depth":856,"links":1469},[],{},"\u002Fhelp\u002Farticles\u002Fstaff-invitation",{"title":1462,"description":904},"staff-invitation","help\u002Farticles\u002Fstaff-invitation","2025-06-24T16:47:57Z","TdmKPnpbaCItuU7-3tdZZa8ZHdeBViKfMqW6SHoErvc",{"id":1478,"title":1479,"body":1480,"category":903,"categoryTitle":899,"description":1615,"extension":897,"meta":1616,"navigation":900,"path":1617,"seo":1618,"slug":1619,"sourceFile":904,"stem":1620,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1300,"__hash__":1621},"helpArticles\u002Fhelp\u002Farticles\u002Fteam.md","Inviting staff & managing your team",{"type":8,"value":1481,"toc":1610},[1482,1488,1492,1530,1533,1537,1543,1568,1572,1575,1602],[16,1483,1484,1485,1487],{},"Managing your clinic's team in HiBoop is handled through ",[32,1486,957],{},". Clinic admins can invite new staff, update roles, and remove access as needed.",[11,1489,1491],{"id":1490},"inviting-a-new-staff-member","Inviting a new staff member",[25,1493,1494,1499,1504,1509,1520,1525],{},[28,1495,30,1496,1498],{},[32,1497,123],{}," in the left-hand menu",[28,1500,932,1501,1503],{},[32,1502,288],{}," tab",[28,1505,96,1506,1508],{},[32,1507,294],{}," in the top-right corner",[28,1510,1511,1512,1515,1516,1519],{},"Enter the staff member's ",[32,1513,1514],{},"name"," (optional) and ",[32,1517,1518],{},"email"," (required)",[28,1521,672,1522,1524],{},[32,1523,322],{}," to set their permission level",[28,1526,96,1527,1529],{},[32,1528,262],{},", an invitation email will be sent automatically",[16,1531,1532],{},"The invited staff member will receive an email prompting them to create a password and access the platform.",[11,1534,1536],{"id":1535},"managing-existing-staff","Managing existing staff",[16,1538,1539,1540,1542],{},"From the ",[32,1541,288],{}," tab you can:",[53,1544,1545,1551,1557,1563],{},[28,1546,1547,1550],{},[32,1548,1549],{},"View"," all current staff members and their roles",[28,1552,1553,1556],{},[32,1554,1555],{},"Edit"," a staff member's role by clicking on their name",[28,1558,1559,1562],{},[32,1560,1561],{},"Resend"," an invitation if the original email was missed",[28,1564,1565,1567],{},[32,1566,969],{}," a staff member to revoke their access promptly",[11,1569,1571],{"id":1570},"staff-access-levels","Staff access levels",[16,1573,1574],{},"Roles define what each team member can see and do in HiBoop. Common roles include:",[53,1576,1577,1582,1587,1592,1597],{},[28,1578,1579,1581],{},[32,1580,326],{},", full access including settings, billing, and all patient data",[28,1583,1584,1586],{},[32,1585,992],{},", patient management and reporting, no billing\u002Fsettings access",[28,1588,1589,1591],{},[32,1590,998],{},", access to assigned patients only",[28,1593,1594,1596],{},[32,1595,1004],{},", limited access for scheduling and intake tasks",[28,1598,1599,1601],{},[32,1600,1010],{},", read-only access to patient results",[16,1603,1604,1605,1609],{},"See ",[35,1606,1608],{"href":1607},"\u002Fhelp\u002Fclinic\u002Froles\u002F","Roles & Permissions"," for the full permissions breakdown.",{"title":855,"searchDepth":856,"depth":856,"links":1611},[1612,1613,1614],{"id":1490,"depth":859,"text":1491},{"id":1535,"depth":859,"text":1536},{"id":1570,"depth":859,"text":1571},"Learn how to invite staff members, manage your team roster, and control access to HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fteam",{"title":1479,"description":1615},"team","help\u002Farticles\u002Fteam","cY918vLWsQmofaVgHUKUnHh-zJ95GgK9GgpXrRKsGqc",{"id":1623,"title":1624,"body":1625,"category":903,"categoryTitle":899,"description":904,"extension":897,"meta":1646,"navigation":900,"path":1647,"seo":1648,"slug":1649,"sourceFile":904,"stem":1650,"subcategory":904,"subcategoryTitle":904,"type":1142,"updatedAt":1651,"__hash__":1652},"helpArticles\u002Fhelp\u002Farticles\u002Fupdate.md","How do I update my clinic information?",{"type":8,"value":1626,"toc":1644},[1627,1630,1641],[16,1628,1629],{},"Clinic admins can update clinic details by:",[25,1631,1632,1635,1638],{},[28,1633,1634],{},"Signing in to their HiBoop admin account.",[28,1636,1637],{},"Clicking their name in the bottom left menu.",[28,1639,1640],{},"Selecting \"Clinic\" from the menu.",[16,1642,1643],{},"From there, admins can edit the clinic name, address, and primary email address.",{"title":855,"searchDepth":856,"depth":856,"links":1645},[],{},"\u002Fhelp\u002Farticles\u002Fupdate",{"title":1624,"description":904},"update","help\u002Farticles\u002Fupdate","2025-06-24T16:42:52Z","OnOb9VRbaA9b_96Du2spypZNFrhQnK66mhhJRWFsSZg",1791793991307]