How to get started with HiBoop
Welcome to HiBoop! This quick-start guide walks you through the essential steps to get up and running — whether you’re a clinician, admin, or part of a clinic onboarding for the first time.
Each step links out to more detailed instructions if you want to dive deeper.
Step 1: Log In and Set Up Your Account
You’ll receive a welcome email from HiBoop. Follow the link to set your password and log in.
If you’re a clinic admin, you’ll also be prompted to set your clinic name, timezone, and preferences.
→ [How to log in to HiBoop]
→ [Setting up your clinic account]
Step 2: Add Your Team
Clinic admins can invite additional users (clinicians, viewers, etc.) and assign roles.
→ [Adding new users]
→ [Managing roles]
Step 3: Add Your First Patient
Click “Add Patient” from the dashboard and enter basic details like name, date of birth, and contact info. You can also include demographics and relevant conditions.
→ [Adding your first patient]
Step 4: Send an Assessment
You can send an assessment right away or assign a full schedule (like an intake or follow-up program). Assessments can be delivered via secure link, QR code, or in-clinic tablet.
→ [Sending your first assessment]
→ [Setting up custom schedules]
Step 5: Review Results and Track Progress
Once your patient completes an assessment, you can view results in their chart — including score breakdowns, visual trends, and symptom severity over time.
→ [How to view assessment results]
→ [Understanding the patient chart]
Need Help?
- Questions? Reach out to your Customer Success Manager or contact [email protected]
- Want to request a new tool? → [How to request an assessment or feature]
- Curious about terminology? → [Glossary of HiBoop terms]
Pro Tip
Start Simple ─ we recommend starting with a few commonly used tools (like GAD-7 or PHQ-9), then expanding your assessment library or setting up schedules as you go. Your Success Manager is here to support you every step of the way.