[{"data":1,"prerenderedAt":805},["ShallowReactive",2],{"help-article-en-update":3,"help-category-en-clinic":48},{"article":4,"fallback":47},{"id":5,"title":6,"body":7,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":38,"navigation":39,"path":40,"seo":41,"slug":42,"sourceFile":36,"stem":43,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":45,"__hash__":46},"helpArticles\u002Fhelp\u002Farticles\u002Fupdate.md","How do I update my clinic information?",{"type":8,"value":9,"toc":30},"minimark",[10,14,27],[11,12,13],"p",{},"Clinic admins can update clinic details by:",[15,16,17,21,24],"ol",{},[18,19,20],"li",{},"Signing in to their HiBoop admin account.",[18,22,23],{},"Clicking their name in the bottom left menu.",[18,25,26],{},"Selecting \"Clinic\" from the menu.",[11,28,29],{},"From there, admins can edit the clinic name, address, and primary email address.",{"title":31,"searchDepth":32,"depth":32,"links":33},"",3,[],"clinic","Clinic Management",null,"md",{},true,"\u002Fhelp\u002Farticles\u002Fupdate",{"title":6,"description":36},"update","help\u002Farticles\u002Fupdate","helpArticle","2025-06-24T16:42:52Z","OnOb9VRbaA9b_96Du2spypZNFrhQnK66mhhJRWFsSZg",false,[49,302,325,461,623,640,786],{"id":50,"title":51,"body":52,"category":34,"categoryTitle":35,"description":294,"extension":37,"meta":295,"navigation":39,"path":296,"seo":297,"slug":298,"sourceFile":36,"stem":299,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":300,"__hash__":301},"helpArticles\u002Fhelp\u002Farticles\u002Fadmin.md","Platform Administration FAQ",{"type":8,"value":53,"toc":277},[54,59,64,97,101,122,125,129,132,165,171,175,181,184,188,192,197,217,221,239,242,246,252,274],[55,56,58],"h2",{"id":57},"staff-management","Staff Management",[60,61,63],"h3",{"id":62},"how-do-i-add-new-staff","How do I add new staff?",[15,65,66,74,81,88,91],{},[18,67,68,69,73],{},"Go to ",[70,71,72],"strong",{},"Settings"," in the left-hand navigation.",[18,75,76,77,80],{},"Click the ",[70,78,79],{},"Team"," tab.",[18,82,83,84,87],{},"Click ",[70,85,86],{},"Add Staff"," in the top-right corner.",[18,89,90],{},"Enter the staff member's name (optional) and email (required), then select a role.",[18,92,83,93,96],{},[70,94,95],{},"Save",", an invitation email is sent promptly.",[60,98,100],{"id":99},"how-do-i-remove-a-staff-member","How do I remove a staff member?",[15,102,103,109,115],{},[18,104,68,105,108],{},[70,106,107],{},"Settings > Team",".",[18,110,76,111,114],{},[70,112,113],{},"⋮"," (more options) icon at the end of the staff member's row.",[18,116,117,118,121],{},"Select ",[70,119,120],{},"Remove"," to revoke their access.",[11,123,124],{},"Removed staff lose access promptly. Their historical activity remains in audit logs.",[60,126,128],{"id":127},"what-roles-are-available","What roles are available?",[11,130,131],{},"HiBoop uses role-based access control (RBAC). The default roles are:",[133,134,135,141,147,153,159],"ul",{},[18,136,137,140],{},[70,138,139],{},"Account Admin",", full access to settings, billing, team management, and all patient records",[18,142,143,146],{},[70,144,145],{},"Clinical Admin",", clinical access plus staff and program management; no billing",[18,148,149,152],{},[70,150,151],{},"Care Provider",", access to assigned patients, assessments, and reporting",[18,154,155,158],{},[70,156,157],{},"Front Desk",", patient and schedule management; no access to results or reports",[18,160,161,164],{},[70,162,163],{},"Support Staff",", limited access for basic administrative tasks",[11,166,167,168,108],{},"Admins can review and edit role permissions under ",[70,169,170],{},"Settings > Roles",[60,172,174],{"id":173},"how-do-staff-accept-their-invitation","How do staff accept their invitation?",[11,176,177,178,108],{},"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 ",[70,179,180],{},"Settings > Team > Resend Invite",[182,183],"hr",{},[55,185,187],{"id":186},"patient-management","Patient Management",[60,189,191],{"id":190},"how-do-i-archive-a-patient","How do I archive a patient?",[193,194,196],"h4",{"id":195},"option-1-from-the-patient-profile","Option 1: From the Patient Profile",[15,198,199,206,211],{},[18,200,201,202,205],{},"Open the patient's profile from the ",[70,203,204],{},"Patients"," page.",[18,207,76,208,210],{},[70,209,113],{}," (more options) button in the top-right corner of the profile.",[18,212,117,213,216],{},[70,214,215],{},"Archive Patient"," and confirm.",[193,218,220],{"id":219},"option-2-from-the-patient-list","Option 2: From the Patient List",[15,222,223,229,234],{},[18,224,225,226,228],{},"On the ",[70,227,204],{}," page, find the patient.",[18,230,76,231,233],{},[70,232,113],{}," icon at the end of their row.",[18,235,117,236,216],{},[70,237,238],{},"Archive",[11,240,241],{},"Archived patients are removed from active workflows but their data is preserved. They can be unarchived at any time.",[60,243,245],{"id":244},"how-do-i-filter-my-patient-list","How do I filter my patient list?",[11,247,248,249,251],{},"Use the filter controls at the top of the ",[70,250,204],{}," page to narrow by:",[133,253,254,259,265],{},[18,255,256],{},[70,257,258],{},"Assigned clinician",[18,260,261,264],{},[70,262,263],{},"Patient status"," (Active, Archived)",[18,266,267,270,271],{},[70,268,269],{},"Program"," or ",[70,272,273],{},"assessment schedule",[11,275,276],{},"Combine filters to create focused clinical views. Filters apply promptly, no page reload needed.",{"title":31,"searchDepth":32,"depth":32,"links":278},[279,286],{"id":57,"depth":280,"text":58,"children":281},2,[282,283,284,285],{"id":62,"depth":32,"text":63},{"id":99,"depth":32,"text":100},{"id":127,"depth":32,"text":128},{"id":173,"depth":32,"text":174},{"id":186,"depth":280,"text":187,"children":287},[288,293],{"id":190,"depth":32,"text":191,"children":289},[290,292],{"id":195,"depth":291,"text":196},4,{"id":219,"depth":291,"text":220},{"id":244,"depth":32,"text":245},"Frequently asked questions about managing staff, permissions, and patient records in HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fadmin",{"title":51,"description":294},"admin","help\u002Farticles\u002Fadmin","2026-03-09T00:00:00Z","5psygcim3wy0Otm5SUHuZfMp70-oSkJ8rpGYHE8FBCk",{"id":303,"title":304,"body":305,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":318,"navigation":39,"path":319,"seo":320,"slug":321,"sourceFile":36,"stem":322,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":323,"__hash__":324},"helpArticles\u002Fhelp\u002Farticles\u002Finvitation-missing.md","My team did not receive the invitation via email, where is it?",{"type":8,"value":306,"toc":316},[307],[11,308,309,310,315],{},"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 ",[311,312,314],"a",{"href":313},"mailto:support@hiboop.com","support@hiboop.com"," and we’ll help.",{"title":31,"searchDepth":32,"depth":32,"links":317},[],{},"\u002Fhelp\u002Farticles\u002Finvitation-missing",{"title":304,"description":36},"invitation-missing","help\u002Farticles\u002Finvitation-missing","2025-06-24T16:50:00Z","C9AfZRidlpTP2M5gx_bIutxkedm61neVALi4oJH3tJg",{"id":326,"title":327,"body":328,"category":34,"categoryTitle":35,"description":453,"extension":37,"meta":454,"navigation":39,"path":455,"seo":456,"slug":457,"sourceFile":36,"stem":458,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":459,"__hash__":460},"helpArticles\u002Fhelp\u002Farticles\u002Fpreferred.md","Setting up preferred assessments",{"type":8,"value":329,"toc":448},[330,333,337,362,366,426,430,441],[11,331,332],{},"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.",[55,334,336],{"id":335},"how-to-configure-preferred-assessments","How to configure preferred assessments",[15,338,339,344,351,354,357],{},[18,340,68,341],{},[70,342,343],{},"Settings > Assessment Form",[18,345,346,347,350],{},"Scroll to the ",[70,348,349],{},"Preferred Assessments"," section",[18,352,353],{},"For each condition category listed (e.g., Depression, Anxiety, Trauma, Substance Use), click the dropdown",[18,355,356],{},"Select your preferred assessment from the available validated tools",[18,358,83,359,361],{},[70,360,95],{}," at the bottom of the page",[55,363,365],{"id":364},"example-configuration","Example configuration",[367,368,369,382],"table",{},[370,371,372],"thead",{},[373,374,375,379],"tr",{},[376,377,378],"th",{},"Condition domain",[376,380,381],{},"Common choice",[383,384,385,394,402,410,418],"tbody",{},[373,386,387,391],{},[388,389,390],"td",{},"Depression",[388,392,393],{},"PHQ-9",[373,395,396,399],{},[388,397,398],{},"Anxiety",[388,400,401],{},"GAD-7",[373,403,404,407],{},[388,405,406],{},"Trauma \u002F PTSD",[388,408,409],{},"PCL-5",[373,411,412,415],{},[388,413,414],{},"ADHD",[388,416,417],{},"ASRS v1.1",[373,419,420,423],{},[388,421,422],{},"Substance use",[388,424,425],{},"AUDIT or ASSIST-3",[55,427,429],{"id":428},"notes","Notes",[133,431,432,435,438],{},[18,433,434],{},"Preferred assessments apply clinic-wide, they affect all patients unless overridden manually on an individual assessment",[18,436,437],{},"Clinicians can still swap scales for specific patients when clinically appropriate",[18,439,440],{},"If no preferred assessment is set for a domain, HiBoop will use its default recommendation based on the assessment library",[11,442,443,444,108],{},"For a full list of available assessments, see the ",[311,445,447],{"href":446},"\u002Fassessments\u002F","Assessment Library",{"title":31,"searchDepth":32,"depth":32,"links":449},[450,451,452],{"id":335,"depth":280,"text":336},{"id":364,"depth":280,"text":365},{"id":428,"depth":280,"text":429},"Configure your clinic's default assessment tools for each condition domain so HiBoop recommends the right scales automatically.",{},"\u002Fhelp\u002Farticles\u002Fpreferred",{"title":327,"description":453},"preferred","help\u002Farticles\u002Fpreferred","2025-06-26T00:00:00Z","AsqTKjo6b_PYqH9wVjWHq81yoJbajykH_8qDCvqAbwc",{"id":462,"title":463,"body":464,"category":34,"categoryTitle":35,"description":616,"extension":37,"meta":617,"navigation":39,"path":618,"seo":619,"slug":620,"sourceFile":36,"stem":621,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":459,"__hash__":622},"helpArticles\u002Fhelp\u002Farticles\u002Froles.md","Understanding roles & permissions",{"type":8,"value":465,"toc":609},[466,469,473,532,536,558,562,569,573,588,592,595],[11,467,468],{},"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.",[55,470,472],{"id":471},"default-roles","Default roles",[367,474,475,485],{},[370,476,477],{},[373,478,479,482],{},[376,480,481],{},"Role",[376,483,484],{},"Description",[383,486,487,496,505,514,523],{},[373,488,489,493],{},[388,490,491],{},[70,492,139],{},[388,494,495],{},"Full access to all features including settings, billing, staff, and all patient data",[373,497,498,502],{},[388,499,500],{},[70,501,145],{},[388,503,504],{},"Manages patients, assessments, and reports, no billing or admin settings",[373,506,507,511],{},[388,508,509],{},[70,510,151],{},[388,512,513],{},"Access to their own assigned patients and results",[373,515,516,520],{},[388,517,518],{},[70,519,157],{},[388,521,522],{},"Handles patient intake and scheduling; limited clinical data access",[373,524,525,529],{},[388,526,527],{},[70,528,163],{},[388,530,531],{},"Read-only access to patient results",[55,533,535],{"id":534},"viewing-and-editing-roles","Viewing and editing roles",[15,537,538,542,545,552,555],{},[18,539,68,540],{},[70,541,170],{},[18,543,544],{},"Click on any role to see its full permission set",[18,546,547,548,551],{},"Use the ",[70,549,550],{},"Assigned Team Members"," section to add or remove users from a role",[18,553,554],{},"Adjust individual permissions grouped by category (Patient Access, Assessment Controls, Admin & Reporting)",[18,556,557],{},"Save changes",[55,559,561],{"id":560},"creating-custom-roles","Creating custom roles",[11,563,564,565,568],{},"If your clinic's workflow requires a permission set not covered by the defaults, click ",[70,566,567],{},"+ Add Role"," to create a custom role with a tailored permission set.",[55,570,572],{"id":571},"best-practices","Best practices",[133,574,575,582,585],{},[18,576,577,578,581],{},"Assign the ",[70,579,580],{},"least-privileged"," role that allows each staff member to do their job",[18,583,584],{},"Review role assignments when staff responsibilities change",[18,586,587],{},"Remove access promptly when a staff member leaves the clinic",[55,589,591],{"id":590},"role-based-access-hipaa-compliance","Role-based access & HIPAA compliance",[11,593,594],{},"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.",[133,596,597,603],{},[18,598,599],{},[311,600,602],{"href":601},"\u002Ftrust\u002F","Trust Center & HIPAA compliance overview",[18,604,605],{},[311,606,608],{"href":607},"\u002Fhelp\u002Fprivacy\u002Fdata-protection\u002F","How does HiBoop protect patient data?",{"title":31,"searchDepth":32,"depth":32,"links":610},[611,612,613,614,615],{"id":471,"depth":280,"text":472},{"id":534,"depth":280,"text":535},{"id":560,"depth":280,"text":561},{"id":571,"depth":280,"text":572},{"id":590,"depth":280,"text":591},"Learn how HiBoop roles control what each staff member can view, edit, and manage across your clinic.",{},"\u002Fhelp\u002Farticles\u002Froles",{"title":463,"description":616},"roles","help\u002Farticles\u002Froles","YbWolv4DIStlTjTT0HFusgkFd3Lm9BR-jkRCtVr1vUQ",{"id":624,"title":625,"body":626,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":633,"navigation":39,"path":634,"seo":635,"slug":636,"sourceFile":36,"stem":637,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":638,"__hash__":639},"helpArticles\u002Fhelp\u002Farticles\u002Fstaff-invitation.md","How do staff accept their invitation and create a password?",{"type":8,"value":627,"toc":631},[628],[11,629,630],{},"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":31,"searchDepth":32,"depth":32,"links":632},[],{},"\u002Fhelp\u002Farticles\u002Fstaff-invitation",{"title":625,"description":36},"staff-invitation","help\u002Farticles\u002Fstaff-invitation","2025-06-24T16:47:57Z","TdmKPnpbaCItuU7-3tdZZa8ZHdeBViKfMqW6SHoErvc",{"id":641,"title":642,"body":643,"category":34,"categoryTitle":35,"description":779,"extension":37,"meta":780,"navigation":39,"path":781,"seo":782,"slug":783,"sourceFile":36,"stem":784,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":459,"__hash__":785},"helpArticles\u002Fhelp\u002Farticles\u002Fteam.md","Inviting staff & managing your team",{"type":8,"value":644,"toc":774},[645,651,655,694,697,701,707,732,736,739,766],[11,646,647,648,650],{},"Managing your clinic's team in HiBoop is handled through ",[70,649,107],{},". Clinic admins can invite new staff, update roles, and remove access as needed.",[55,652,654],{"id":653},"inviting-a-new-staff-member","Inviting a new staff member",[15,656,657,662,667,672,683,689],{},[18,658,68,659,661],{},[70,660,72],{}," in the left-hand menu",[18,663,76,664,666],{},[70,665,79],{}," tab",[18,668,83,669,671],{},[70,670,86],{}," in the top-right corner",[18,673,674,675,678,679,682],{},"Enter the staff member's ",[70,676,677],{},"name"," (optional) and ",[70,680,681],{},"email"," (required)",[18,684,685,686,688],{},"Select a ",[70,687,481],{}," to set their permission level",[18,690,83,691,693],{},[70,692,95],{},", an invitation email will be sent automatically",[11,695,696],{},"The invited staff member will receive an email prompting them to create a password and access the platform.",[55,698,700],{"id":699},"managing-existing-staff","Managing existing staff",[11,702,703,704,706],{},"From the ",[70,705,79],{}," tab you can:",[133,708,709,715,721,727],{},[18,710,711,714],{},[70,712,713],{},"View"," all current staff members and their roles",[18,716,717,720],{},[70,718,719],{},"Edit"," a staff member's role by clicking on their name",[18,722,723,726],{},[70,724,725],{},"Resend"," an invitation if the original email was missed",[18,728,729,731],{},[70,730,120],{}," a staff member to revoke their access promptly",[55,733,735],{"id":734},"staff-access-levels","Staff access levels",[11,737,738],{},"Roles define what each team member can see and do in HiBoop. Common roles include:",[133,740,741,746,751,756,761],{},[18,742,743,745],{},[70,744,139],{},", full access including settings, billing, and all patient data",[18,747,748,750],{},[70,749,145],{},", patient management and reporting, no billing\u002Fsettings access",[18,752,753,755],{},[70,754,151],{},", access to assigned patients only",[18,757,758,760],{},[70,759,157],{},", limited access for scheduling and intake tasks",[18,762,763,765],{},[70,764,163],{},", read-only access to patient results",[11,767,768,769,773],{},"See ",[311,770,772],{"href":771},"\u002Fhelp\u002Fclinic\u002Froles\u002F","Roles & Permissions"," for the full permissions breakdown.",{"title":31,"searchDepth":32,"depth":32,"links":775},[776,777,778],{"id":653,"depth":280,"text":654},{"id":699,"depth":280,"text":700},{"id":734,"depth":280,"text":735},"Learn how to invite staff members, manage your team roster, and control access to HiBoop.",{},"\u002Fhelp\u002Farticles\u002Fteam",{"title":642,"description":779},"team","help\u002Farticles\u002Fteam","cY918vLWsQmofaVgHUKUnHh-zJ95GgK9GgpXrRKsGqc",{"id":5,"title":6,"body":787,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":803,"navigation":39,"path":40,"seo":804,"slug":42,"sourceFile":36,"stem":43,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":45,"__hash__":46},{"type":8,"value":788,"toc":801},[789,791,799],[11,790,13],{},[15,792,793,795,797],{},[18,794,20],{},[18,796,23],{},[18,798,26],{},[11,800,29],{},{"title":31,"searchDepth":32,"depth":32,"links":802},[],{},{"title":6,"description":36},1791793992970]