[{"data":1,"prerenderedAt":935},["ShallowReactive",2],{"help-article-en-form-uploads":3,"help-category-en-clinic":122},{"article":4,"fallback":121},{"id":5,"title":6,"body":7,"category":107,"categoryTitle":108,"description":109,"extension":110,"meta":111,"navigation":112,"path":113,"seo":114,"slug":115,"sourceFile":116,"stem":117,"subcategory":116,"subcategoryTitle":116,"type":118,"updatedAt":119,"__hash__":120},"helpArticles\u002Fhelp\u002Farticles\u002Fform-uploads.md","Can patients upload files or images in a form?",{"type":8,"value":9,"toc":98},"minimark",[10,23,28,55,58,62,81,85,88,92],[11,12,13,14,18,19,22],"p",{},"Yes. Your clinic's forms can include ",[15,16,17],"strong",{},"File"," and ",[15,20,21],{},"Image"," questions. Use them to collect supporting documents, like a photo of an ID or a referral letter.",[24,25,27],"h2",{"id":26},"add-an-upload-question-to-a-form","Add an upload question to a form",[29,30,31,43,52],"ol",{},[32,33,34,35,38,39,42],"li",{},"Go to ",[15,36,37],{},"Settings"," > ",[15,40,41],{},"Forms"," and open the form you want to change.",[32,44,45,46,48,49,51],{},"Add a ",[15,47,17],{}," or ",[15,50,21],{}," question to the form.",[32,53,54],{},"Save the form.",[11,56,57],{},"Upload questions can't go inside a container, list or grid. Add them directly to the form.",[24,59,61],{"id":60},"what-can-be-uploaded","What can be uploaded?",[63,64,65,70,75,78],"ul",{},[32,66,67,69],{},[15,68,21],{}," questions accept JPG, PNG and WebP images.",[32,71,72,74],{},[15,73,17],{}," questions accept the same images, plus PDF files.",[32,76,77],{},"Each question holds one file.",[32,79,80],{},"Files can be up to 20 MB.",[24,82,84],{"id":83},"who-can-upload","Who can upload?",[11,86,87],{},"Patients can upload a file when they fill in the form themselves. Staff can also upload one when they complete the form on a patient's behalf. The file is uploaded when the form is saved.",[24,89,91],{"id":90},"where-do-i-find-uploaded-files","Where do I find uploaded files?",[11,93,94,95,97],{},"Open the patient's profile and click the ",[15,96,41],{}," tab. Open the completed form to see the uploaded file, and click it to view it.",{"title":99,"searchDepth":100,"depth":100,"links":101},"",3,[102,104,105,106],{"id":26,"depth":103,"text":27},2,{"id":60,"depth":103,"text":61},{"id":83,"depth":103,"text":84},{"id":90,"depth":103,"text":91},"clinic","Clinic Management","Add File and Image questions to your clinic's forms so patients and staff can attach photos and PDFs, such as ID or referral documents.","md",{},true,"\u002Fhelp\u002Farticles\u002Fform-uploads",{"title":6,"description":109},"form-uploads",null,"help\u002Farticles\u002Fform-uploads","helpArticle","2026-10-27T00:00:00Z","rixmUYwUzIpNIH8l7XMnpFbaZEgso9TFMEGMlvoCLqQ",false,[123,490,553],{"id":124,"title":125,"body":126,"category":107,"categoryTitle":108,"description":482,"extension":110,"meta":483,"navigation":112,"path":484,"seo":485,"slug":486,"sourceFile":116,"stem":487,"subcategory":116,"subcategoryTitle":116,"type":118,"updatedAt":488,"__hash__":489},"helpArticles\u002Fhelp\u002Farticles\u002Fadmin.md","Platform Administration FAQ",{"type":8,"value":127,"toc":464},[128,132,137,164,168,181,184,188,191,217,230,234,243,246,250,254,259,281,285,304,311,315,321,380,383,387,397,404,416,419,423,456],[24,129,131],{"id":130},"staff-management","Staff Management",[133,134,136],"h3",{"id":135},"how-do-i-add-new-staff","How do I add new staff?",[29,138,139,149,155,158],{},[32,140,141,142,144,145,148],{},"In the left-hand menu, open ",[15,143,37],{}," and click ",[15,146,147],{},"Staff",".",[32,150,151,152,148],{},"Click ",[15,153,154],{},"Add Staff",[32,156,157],{},"Enter the staff member's name and email (both required), then choose a role.",[32,159,151,160,163],{},[15,161,162],{},"Save",". HiBoop sends the invitation email.",[133,165,167],{"id":166},"how-do-i-remove-a-staff-member","How do I remove a staff member?",[29,169,170,175],{},[32,171,34,172,148],{},[15,173,174],{},"Settings > Staff",[32,176,177,178,148],{},"On the staff member's row, click ",[15,179,180],{},"Remove",[11,182,183],{},"They lose access straight away. Their past actions stay in the activity log.",[133,185,187],{"id":186},"what-roles-are-available","What roles are available?",[11,189,190],{},"HiBoop uses role-based access. Every clinic starts with four roles:",[63,192,193,199,205,211],{},[32,194,195,198],{},[15,196,197],{},"Account Admin",": full access, including billing, staff, settings and every client record",[32,200,201,204],{},[15,202,203],{},"Care Provider",": full access to clients and their results, and to reports",[32,206,207,210],{},[15,208,209],{},"Clinic Assistant",": adding clients, issuing assessments, answering forms and writing notes; no access to results",[32,212,213,216],{},[15,214,215],{},"View Only",": can view clients, results, reports and the activity log; can't make changes",[11,218,219,220,223,224,229],{},"Admins can review and edit roles under ",[15,221,222],{},"Settings > Roles",". See ",[225,226,228],"a",{"href":227},"\u002Fhelp\u002Fclinic\u002Fteam\u002F#understanding-roles-and-permissions","Inviting staff, roles & managing your team"," for every permission.",[133,231,233],{"id":232},"how-do-staff-accept-their-invitation","How do staff accept their invitation?",[11,235,236,237,240,241,148],{},"Staff get an email with a link. They open it and sign in with Google, Microsoft, an email link or a new password, and they join your clinic. If the email is missing, ask them to check spam, then click ",[15,238,239],{},"Resend Invite Email"," on their row in ",[15,242,174],{},[244,245],"hr",{},[24,247,249],{"id":248},"client-management","Client Management",[133,251,253],{"id":252},"how-do-i-archive-a-client","How do I archive a client?",[255,256,258],"h4",{"id":257},"option-1-from-the-clients-profile","Option 1: From the client's profile",[29,260,261,268,275],{},[32,262,263,264,267],{},"Open the client from the ",[15,265,266],{},"Patients"," page.",[32,269,270,271,274],{},"Click the status badge next to their name (for example, ",[15,272,273],{},"Active",").",[32,276,151,277,280],{},[15,278,279],{},"Archive"," and confirm.",[255,282,284],{"id":283},"option-2-from-the-patient-list","Option 2: From the patient list",[29,286,287,293,300],{},[32,288,289,290,292],{},"On the ",[15,291,266],{}," page, find the client.",[32,294,295,296,299],{},"Click the ",[15,297,298],{},"⋮"," menu at the end of their row.",[32,301,151,302,148],{},[15,303,279],{},[11,305,306,307,310],{},"Archived clients are left out of most views, including reports, but their data is kept. To bring a client back, use ",[15,308,309],{},"Unarchive"," in the same menus.",[133,312,314],{"id":313},"how-do-i-filter-my-patient-list","How do I filter my patient list?",[11,316,317,318,320],{},"Use the controls at the top of the ",[15,319,266],{}," page:",[63,322,323,329,350,355,364],{},[32,324,325,328],{},[15,326,327],{},"Search"," and a date range",[32,330,331,334,335,338,339,338,342,338,344,48,347],{},[15,332,333],{},"Status",", for example ",[15,336,337],{},"All Unarchived",", ",[15,340,341],{},"New & Active",[15,343,273],{},[15,345,346],{},"Complete",[15,348,349],{},"Archived",[32,351,352],{},[15,353,354],{},"Program",[32,356,357,360,361,148],{},[15,358,359],{},"Care Team",", to see only the clients assigned to one or more staff members. Your own name is at the top, marked ",[15,362,363],{},"(You)",[32,365,366,369,370,338,373,48,376,379],{},[15,367,368],{},"Transfer",", to see clients by transfer status, such as ",[15,371,372],{},"Incoming Transfer Request",[15,374,375],{},"Transferred In",[15,377,378],{},"Transferred Out",". This filter only appears once at least one of your clients has been transferred.",[11,381,382],{},"Combine filters for a focused list. The Care Team filter only narrows the clients you can already see; it never shows you clients outside your access.",[133,384,386],{"id":385},"how-do-i-see-each-clients-care-team-or-transfer-status","How do I see each client's care team or transfer status?",[11,388,389,390,392,393,396],{},"The ",[15,391,359],{}," column shows the staff assigned to each client, or ",[15,394,395],{},"Unassigned"," if there are none. When more than two people are assigned, the column shows the first two and \"+ N more\"; hover to see everyone.",[11,398,399,400,403],{},"To add the ",[15,401,402],{},"Transfer Status"," column:",[29,405,406,411],{},[32,407,289,408,410],{},[15,409,266],{}," page, click the columns button.",[32,412,413,414,148],{},"Turn on ",[15,415,402],{},[11,417,418],{},"The column shows whether the client was transferred in or out. You can sort the list by this column.",[24,420,422],{"id":421},"how-do-i-update-my-clinic-information","How do I update my clinic information?",[29,424,425,432,452],{},[32,426,141,427,144,429,148],{},[15,428,37],{},[15,430,431],{},"Clinic",[32,433,434,435,438,439,442,443,338,446,18,449,148],{},"Edit the details under ",[15,436,437],{},"Clinic Information",", such as ",[15,440,441],{},"Business Name",", address, ",[15,444,445],{},"Phone",[15,447,448],{},"Fax",[15,450,451],{},"Business Email",[32,453,151,454,148],{},[15,455,162],{},[11,457,458,459,463],{},"See ",[225,460,462],{"href":461},"\u002Fhelp\u002Fclinic\u002F#how-do-i-manage-clinic-details","How do I manage clinic details?"," for every field.",{"title":99,"searchDepth":100,"depth":100,"links":465},[466,472,481],{"id":130,"depth":103,"text":131,"children":467},[468,469,470,471],{"id":135,"depth":100,"text":136},{"id":166,"depth":100,"text":167},{"id":186,"depth":100,"text":187},{"id":232,"depth":100,"text":233},{"id":248,"depth":103,"text":249,"children":473},[474,479,480],{"id":252,"depth":100,"text":253,"children":475},[476,478],{"id":257,"depth":477,"text":258},4,{"id":283,"depth":477,"text":284},{"id":313,"depth":100,"text":314},{"id":385,"depth":100,"text":386},{"id":421,"depth":103,"text":422},"Frequently asked questions about managing staff, permissions, and patient records in HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fadmin",{"title":125,"description":482},"admin","help\u002Farticles\u002Fadmin","2026-10-30T12:00:00Z","wJKqur9yvyhU5deo59duEmeSp95HRSlJmj1B5LMHkc0",{"id":5,"title":6,"body":491,"category":107,"categoryTitle":108,"description":109,"extension":110,"meta":551,"navigation":112,"path":113,"seo":552,"slug":115,"sourceFile":116,"stem":117,"subcategory":116,"subcategoryTitle":116,"type":118,"updatedAt":119,"__hash__":120},{"type":8,"value":492,"toc":545},[493,499,501,517,519,521,535,537,539,541],[11,494,13,495,18,497,22],{},[15,496,17],{},[15,498,21],{},[24,500,27],{"id":26},[29,502,503,509,515],{},[32,504,34,505,38,507,42],{},[15,506,37],{},[15,508,41],{},[32,510,45,511,48,513,51],{},[15,512,17],{},[15,514,21],{},[32,516,54],{},[11,518,57],{},[24,520,61],{"id":60},[63,522,523,527,531,533],{},[32,524,525,69],{},[15,526,21],{},[32,528,529,74],{},[15,530,17],{},[32,532,77],{},[32,534,80],{},[24,536,84],{"id":83},[11,538,87],{},[24,540,91],{"id":90},[11,542,94,543,97],{},[15,544,41],{},{"title":99,"searchDepth":100,"depth":100,"links":546},[547,548,549,550],{"id":26,"depth":103,"text":27},{"id":60,"depth":103,"text":61},{"id":83,"depth":103,"text":84},{"id":90,"depth":103,"text":91},{},{"title":6,"description":109},{"id":554,"title":228,"body":555,"category":107,"categoryTitle":108,"description":928,"extension":110,"meta":929,"navigation":112,"path":930,"seo":931,"slug":932,"sourceFile":116,"stem":933,"subcategory":116,"subcategoryTitle":116,"type":118,"updatedAt":488,"__hash__":934},"helpArticles\u002Fhelp\u002Farticles\u002Fteam.md",{"type":8,"value":556,"toc":914},[557,563,567,604,609,613,625,643,646,648,651,655,658,681,685,688,692,696,751,755,758,828,832,862,866,878,882,893,897,900],[11,558,559,560,562],{},"You manage your team under ",[15,561,174],{},". Admins can invite staff, change roles and remove access.",[24,564,566],{"id":565},"inviting-a-new-staff-member","Inviting a new staff member",[29,568,569,575,579,589,600],{},[32,570,141,571,144,573,148],{},[15,572,37],{},[15,574,147],{},[32,576,151,577,148],{},[15,578,154],{},[32,580,581,582,18,585,588],{},"Enter the staff member's ",[15,583,584],{},"Name",[15,586,587],{},"Email",". Both are required.",[32,590,591,592,595,596,599],{},"Choose a ",[15,593,594],{},"Role",". Open ",[15,597,598],{},"Role Permissions"," to see what it allows.",[32,601,151,602,163],{},[15,603,162],{},[605,606],"help-mock",{"screen":607,"title":608},"staff","Settings > Staff > Add Staff",[24,610,612],{"id":611},"managing-existing-staff","Managing existing staff",[11,614,389,615,617,618,338,620,18,622,624],{},[15,616,147],{}," list shows each person's ",[15,619,584],{},[15,621,333],{},[15,623,594],{},". From a person's row you can:",[63,626,627,632,638],{},[32,628,629,631],{},[15,630,239],{},", if they haven't accepted yet",[32,633,634,637],{},[15,635,636],{},"View Activity",", to see their actions in the activity log",[32,639,640,642],{},[15,641,180],{},", to take away their access straight away",[11,644,645],{},"Click a person's name to change their role.",[24,647,233],{"id":232},[11,649,650],{},"The invitation email has a link to join your clinic. Your new staff member opens it and signs in with Google, Microsoft, an email link, or a new password. Passwords need at least 12 characters.",[24,652,654],{"id":653},"my-team-did-not-receive-the-invitation-email","My team did not receive the invitation email",[11,656,657],{},"If the email hasn't arrived:",[29,659,660,663,666,673],{},[32,661,662],{},"Check junk and spam folders.",[32,664,665],{},"Ask your IT team to mark email from hiboop.com as safe.",[32,667,151,668,670,671,148],{},[15,669,239],{}," on the person's row in ",[15,672,174],{},[32,674,675,676,680],{},"Still missing? Email ",[225,677,679],{"href":678},"mailto:support@hiboop.com","support@hiboop.com"," and we'll help.",[24,682,684],{"id":683},"understanding-roles-and-permissions","Understanding roles and permissions",[11,686,687],{},"Roles decide what each person can see and do. You pick a role when you invite someone, and an admin can change it at any time.",[605,689],{"screen":690,"title":691},"roles","Settings > Roles: who sees reporting",[133,693,695],{"id":694},"default-roles","Default roles",[697,698,699,711],"table",{},[700,701,702],"thead",{},[703,704,705,708],"tr",{},[706,707,594],"th",{},[706,709,710],{},"What it is for",[712,713,714,724,733,742],"tbody",{},[703,715,716,721],{},[717,718,719],"td",{},[15,720,197],{},[717,722,723],{},"Full access. For clinic owners or directors. The only default role with billing, staff, assessment settings and note template permissions.",[703,725,726,730],{},[717,727,728],{},[15,729,203],{},[717,731,732],{},"Full access to clients and their results. For therapists, counsellors, psychologists and other clinicians.",[703,734,735,739],{},[717,736,737],{},[15,738,209],{},[717,740,741],{},"Client onboarding and logistics: adding clients, issuing assessments, answering forms and writing notes. No access to results.",[703,743,744,748],{},[717,745,746],{},[15,747,215],{},[717,749,750],{},"Read-only access for operational support: clients, results, reports and the activity log. Can't make changes.",[133,752,754],{"id":753},"permissions","Permissions",[11,756,757],{},"Each role is a set of these permissions:",[63,759,760,766,772,777,782,787,792,797,802,807,812,817,823],{},[32,761,762,765],{},[15,763,764],{},"Can be assigned patients",", with more detailed permissions for assigned clients: view contact information, view results, issue assessments, write notes, answer assessments and answer forms",[32,767,768,771],{},[15,769,770],{},"View all patients",", with the same detailed permissions for every client in the clinic",[32,773,774],{},[15,775,776],{},"Add patients",[32,778,779],{},[15,780,781],{},"Assign patients to staff",[32,783,784],{},[15,785,786],{},"View reports",[32,788,789],{},[15,790,791],{},"Manage staff",[32,793,794],{},[15,795,796],{},"Manage programs",[32,798,799],{},[15,800,801],{},"Manage assessment settings",[32,803,804],{},[15,805,806],{},"Billing",[32,808,809],{},[15,810,811],{},"Contact Support",[32,813,814],{},[15,815,816],{},"View Activity Log",[32,818,819,822],{},[15,820,821],{},"Require MFA on Login",": people with this role must use two-factor authentication",[32,824,825],{},[15,826,827],{},"Manage Note Templates",[133,829,831],{"id":830},"viewing-and-editing-roles","Viewing and editing roles",[29,833,834,841,847,853,858],{},[32,835,141,836,144,838,148],{},[15,837,37],{},[15,839,840],{},"Roles",[32,842,843,844,148],{},"Click a role to open ",[15,845,846],{},"Edit Role",[32,848,849,850,852],{},"Under ",[15,851,147],{},", add or remove people.",[32,854,849,855,857],{},[15,856,754],{},", choose what the role can do.",[32,859,151,860,148],{},[15,861,162],{},[133,863,865],{"id":864},"creating-custom-roles","Creating custom roles",[11,867,868,869,872,873,877],{},"If the default roles don't fit, click ",[15,870,871],{},"Create Role"," and choose its permissions. Custom roles are part of the Team plan; see ",[225,874,876],{"href":875},"\u002Fpricing\u002F","pricing"," for plans.",[133,879,881],{"id":880},"best-practices","Best practices",[63,883,884,887,890],{},[32,885,886],{},"Give each person the role with the least access they need for their job.",[32,888,889],{},"Review roles when someone's job changes.",[32,891,892],{},"Remove access promptly when someone leaves.",[133,894,896],{"id":895},"role-based-access-and-compliance","Role-based access and compliance",[11,898,899],{},"Giving each person only the access they need, the \"minimum necessary\" standard, is part of HIPAA and PIPEDA. Roles are how you apply it in HiBoop.",[63,901,902,908],{},[32,903,904],{},[225,905,907],{"href":906},"\u002Ftrust\u002F","Trust Center",[32,909,910],{},[225,911,913],{"href":912},"\u002Fhelp\u002Fprivacy\u002Ffaq\u002F","Privacy and Security FAQ",{"title":99,"searchDepth":100,"depth":100,"links":915},[916,917,918,919,920],{"id":565,"depth":103,"text":566},{"id":611,"depth":103,"text":612},{"id":232,"depth":103,"text":233},{"id":653,"depth":103,"text":654},{"id":683,"depth":103,"text":684,"children":921},[922,923,924,925,926,927],{"id":694,"depth":100,"text":695},{"id":753,"depth":100,"text":754},{"id":830,"depth":100,"text":831},{"id":864,"depth":100,"text":865},{"id":880,"depth":100,"text":881},{"id":895,"depth":100,"text":896},"Invite staff, help them accept their invitation, understand roles and permissions, and manage your team in HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fteam",{"title":228,"description":928},"team","help\u002Farticles\u002Fteam","DnbOiAOLGEZD4FwQjhLleUOaehFhFqzSg1S3UzqZzac",1793664252830]