Getting 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.

→ [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]

This article explains how HiBoop’s assessment form logic works — including pre-screening, condition-based triage, long-form assessment delivery, and how schedule settings shape the patient’s experience.

Overview of the Assessment Flow

HiBoop’s form is not a static list of assessments — it’s a smart, dynamic flow built at the moment of delivery, using:

• Demographic questions
• Pre-screen responses
• Known related conditions

The result: patients receive only the most relevant assessments for their needs, in a clean, unified experience.

Step 1: Demographic Questions

If the patient is new, the form begins with a demographic section, where they can provide:

• Age, gender, and sex
• Cultural background or identity factors
• Relevant social or systemic risk factors

These questions are customizable and appear only once at the start of care. They can be reviewed or edited by clinicians and patients later if needed.

Step 2: Pre-Screening

HiBoop uses a brief clinical pre-screen to identify relevant symptom domains. When a patient indicates a level of severity on any domain the corresponding full-length assessment is triggered automatically.

Step 3: Conditional Triage to Full Assessments

Based on the patient’s responses to the pre-screen:

• Relevant full-length tools (e.g., GAD-7, PHQ-9, PCL-5) are added automatically
• Irrelevant tools are skipped to reduce burden
• If an assessment is marked as required in your schedule, it is shown no matter what

This helps reduce form fatigue while ensuring high clinical coverage.