[{"data":1,"prerenderedAt":1448},["ShallowReactive",2],{"help-page-en-patients":3,"help-articles-en-patients":917},{"page":4,"fallback":916},{"id":5,"title":6,"body":7,"description":904,"extension":905,"meta":906,"navTitle":907,"navigation":908,"path":909,"seo":910,"slug":911,"sourceFile":912,"stem":913,"type":914,"__hash__":915},"helpPages\u002Fhelp\u002Fpatients.md","Managing Patients in HiBoop",{"type":8,"value":9,"toc":862},"minimark",[10,15,19,24,93,96,100,103,106,145,147,151,154,157,162,187,191,212,214,218,221,224,323,325,329,332,338,341,344,373,379,382,397,403,406,450,452,456,459,462,539,541,545,556,559,563,566,601,605,608,707,709,713,724,728,755,759,792,794,798,801,805,810,813,818,821,826,829,834,837,854,859],[11,12,14],"h2",{"id":13},"how-do-i-add-a-patient","How do I add a patient?",[16,17,18],"p",{},"Adding a patient allows you to assign assessments, manage care plans, and track their mental health journey in HiBoop. You can set a program template and intake date during the process.",[20,21,23],"h3",{"id":22},"step-by-step-instructions","Step-by-Step Instructions",[25,26,27,36,43,82],"ol",{},[28,29,30,31,35],"li",{},"Go to the ",[32,33,34],"strong",{},"Patients"," page using the main navigation bar on the left.",[28,37,38,39,42],{},"Click the ",[32,40,41],{},"Add Patient"," button in the center of the page.",[28,44,45,46],{},"A form will open on the right side of the screen. Fill in the required fields:\n",[47,48,49,58,63,74],"ul",{},[28,50,51,54,55],{},[32,52,53],{},"First Name"," and ",[32,56,57],{},"Last Name",[28,59,60],{},[32,61,62],{},"Email",[28,64,65,69,70,73],{},[66,67,68],"em",{},"(Optional)"," Choose a ",[32,71,72],{},"Program Template"," from the dropdown",[28,75,76,78,79],{},[66,77,68],{}," Set an ",[32,80,81],{},"Intake Date",[28,83,84,85,88,89,92],{},"Click ",[32,86,87],{},"Add"," to save the patient, or ",[32,90,91],{},"Add & Open"," to go directly to their profile.",[94,95],"hr",{},[11,97,99],{"id":98},"how-do-i-edit-patient-information","How do I edit patient information",[16,101,102],{},"You can update a patient's details, like their name, email, intake date, or assigned program, at any time from their profile. This helps keep records accurate and ensures patients are enrolled in the correct care pathways.",[20,104,23],{"id":105},"step-by-step-instructions-1",[25,107,108,113,116,119,126,139],{},[28,109,30,110,112],{},[32,111,34],{}," page from the main navigation.",[28,114,115],{},"Use the search bar or scroll to find the patient you want to edit.",[28,117,118],{},"Click on the patient's name to open their profile.",[28,120,121,122,125],{},"In the top section of the profile, click the ",[32,123,124],{},"Edit"," (pencil) icon next to their details.",[28,127,128,129],{},"Make the necessary changes:\n",[47,130,131,134,136],{},[28,132,133],{},"Name",[28,135,62],{},[28,137,138],{},"Demographics (age, sex, gender, etc.)",[28,140,84,141,144],{},[32,142,143],{},"Save"," to apply your changes.",[94,146],{},[11,148,150],{"id":149},"how-do-i-archive-a-patient","How do I archive a patient",[16,152,153],{},"Archiving a patient removes them from active workflows while preserving their data for future reference and reporting. You can archive a patient either from their profile or directly from the patient list.",[20,155,23],{"id":156},"step-by-step-instructions-2",[158,159,161],"h4",{"id":160},"option-1-from-the-patient-profile","Option 1: From the Patient Profile",[25,163,164,169,171,177,184],{},[28,165,30,166,168],{},[32,167,34],{}," page from the main menu.",[28,170,118],{},[28,172,38,173,176],{},[32,174,175],{},"⋮ (more options)"," button in the top-right corner.",[28,178,179,180,183],{},"Select ",[32,181,182],{},"Archive Patient"," from the dropdown menu.",[28,185,186],{},"Confirm the action when prompted.",[158,188,190],{"id":189},"option-2-from-the-patient-list","Option 2: From the Patient List",[25,192,193,199,204,210],{},[28,194,195,196,198],{},"On the ",[32,197,34],{}," page, find the patient you want to archive.",[28,200,38,201,203],{},[32,202,175],{}," icon at the end of their row.",[28,205,179,206,209],{},[32,207,208],{},"Archive",".",[28,211,186],{},[94,213],{},[11,215,217],{"id":216},"how-do-i-issue-an-assessment","How do I issue an assessment?",[16,219,220],{},"You can issue an assessment to a patient as part of an Intake, Check-in, Discharge, or Follow-up schedule. This lets you collect standardized responses for symptom tracking, clinical review, or reporting purposes.",[20,222,23],{"id":223},"step-by-step-instructions-3",[25,225,226,232,239,245,252,259,292,318],{},[28,227,228,229,231],{},"Go to the patient's profile from the ",[32,230,34],{}," page.",[28,233,234,235,238],{},"Scroll to the ",[32,236,237],{},"Assessment Schedules"," section.",[28,240,84,241,244],{},[32,242,243],{},"Add Assessment"," or select a scheduled assessment (if modifying an existing one).",[28,246,247,248,251],{},"Select the ",[32,249,250],{},"Schedule Type"," (e.g., Intake, Check-in, Discharge, Follow-up).",[28,253,254,255,258],{},"Set the ",[32,256,257],{},"Scheduled Date"," for when the patient should complete the assessment.",[28,260,261,262,265,266],{},"Choose your ",[32,263,264],{},"Assessment Settings",":\n",[47,267,268,275,281],{},[28,269,270,271,274],{},"Enable ",[32,272,273],{},"Prescreen"," to include a brief symptom overview",[28,276,270,277,280],{},[32,278,279],{},"Include related conditions"," to screen across diagnostic clusters",[28,282,283,284,287,288,291],{},"Under ",[32,285,286],{},"Required Assessments",", optionally select specific tools (e.g., ",[66,289,290],{},"PCL-5 with LEC-5 and Criterion A","), or let HiBoop's predictive model find the most relevant assessments for your patient",[28,293,294,295,265,298],{},"Choose the ",[32,296,297],{},"Assessment Format",[47,299,300,306,312],{},[28,301,302,305],{},[32,303,304],{},"Patient Device"," – generates a code for in-session tablet\u002Fphone entry",[28,307,308,311],{},[32,309,310],{},"Clinician"," – clinician completes the assessment on behalf of the patient",[28,313,314,317],{},[32,315,316],{},"Schedule Email"," – sends a secure link via email for the patient to complete on their own",[28,319,84,320,322],{},[32,321,143],{}," to finalize the schedule.",[94,324],{},[11,326,328],{"id":327},"how-do-i-view-patient-results","How do I view patient results",[16,330,331],{},"The patient profile page provides a complete view of an individual's mental health progress, including personal details, symptom trends, and detailed assessment results. This page helps clinicians track outcomes and tailor care over time.",[20,333,335],{"id":334},"profile",[32,336,337],{},"Profile",[16,339,340],{},"This section shows basic patient details and clinical tags.",[16,342,343],{},"You'll see:",[47,345,346,351,357,363,368],{},[28,347,348],{},[32,349,350],{},"Name, email, and date of birth",[28,352,353,356],{},[32,354,355],{},"Patient status"," (e.g., Active, Archived)",[28,358,359,362],{},[32,360,361],{},"Assigned conditions"," (e.g., Anxiety, Depression)",[28,364,365],{},[32,366,367],{},"Medications or treatment notes",[28,369,84,370,372],{},[32,371,124],{}," to update this information.",[20,374,376],{"id":375},"overview-graphs",[32,377,378],{},"Overview Graphs",[16,380,381],{},"This visual graph shows changes in symptom clusters over time (e.g., Anxiety, Depression, Trauma).",[47,383,384,387,390],{},[28,385,386],{},"Each curve represents a different domain, color-coded by condition.",[28,388,389],{},"Timepoints include Intake, Check-ins, Discharge, and Follow-ups.",[28,391,392,393,396],{},"Use the ",[32,394,395],{},"chart toggle"," (top right of the graph) to switch between graph and matrix views. This is helpful for seeing overall progress at a glance.",[20,398,400],{"id":399},"assessment-chart",[32,401,402],{},"Assessment Chart",[16,404,405],{},"This section gives a breakdown of all assessments completed across schedules.",[47,407,408,414,436,443],{},[28,409,410,413],{},[32,411,412],{},"Programs and Schedules"," are shown across the top timeline (e.g., Check-ins, Discharge).",[28,415,416,417,420,421],{},"Each ",[32,418,419],{},"assessment"," includes:\n",[47,422,423,430,433],{},[28,424,425,426,429],{},"Severity labels (e.g., ",[66,427,428],{},"Moderate Anxiety",")",[28,431,432],{},"Raw scores and completion dates",[28,434,435],{},"% Change to show clinical improvement or deterioration",[28,437,438,439,442],{},"You can ",[32,440,441],{},"drill down"," into specific assessments to see item-level responses.",[28,444,445,446,449],{},"Use ",[32,447,448],{},"Export"," to download assessment data.",[94,451],{},[11,453,455],{"id":454},"how-do-i-measure-my-patient-progress-over-time","How do I measure my patient progress over time?",[16,457,458],{},"HiBoop makes it easy to measure patient progress by comparing assessment scores across time. You can view overall change between major schedules (like Intake and Discharge) or use the ellipses menu to track incremental % change between every assessment checkpoint.",[20,460,23],{"id":461},"step-by-step-instructions-4",[25,463,464,472,478,488,505,532],{},[28,465,466,469,470,231],{},[32,467,468],{},"Open the patient profile"," from the ",[32,471,34],{},[28,473,234,474,477],{},[32,475,476],{},"Chart"," section to view assessment results.",[28,479,392,480,483,484,487],{},[32,481,482],{},"% Change"," dropdown to select two timepoints to compare (e.g., ",[66,485,486],{},"Intake → Discharge",").",[28,489,490,491,493,494],{},"Check the ",[32,492,482],{}," column on the far right:\n",[47,495,496,499,502],{},[28,497,498],{},"Green numbers = improvement (symptom scores decreased)",[28,500,501],{},"Red numbers = worsening (symptom scores increased)",[28,503,504],{},"Grey or 0% = no change",[28,506,507,508,511,512],{},"To track ",[32,509,510],{},"incremental progress"," between every scheduled assessment:\n",[25,513,514,520,525],{},[28,515,38,516,519],{},[32,517,518],{},"⋮ (ellipses)"," menu in the chart header",[28,521,179,522],{},[32,523,524],{},"\"Show all % changes\"",[28,526,527,528,531],{},"This will display changes step-by-step (e.g., ",[66,529,530],{},"Intake → Check-in #1 → Check-in #2",", etc.)",[28,533,534,535,538],{},"At the top of the profile, use the ",[32,536,537],{},"Progress Graph"," to visually track symptom trends across domains (Anxiety, Depression, Trauma).",[94,540],{},[11,542,544],{"id":543},"how-do-i-export-patient-assessment-results","How do I export patient assessment results?",[16,546,547,548,551,552,555],{},"You can export assessment results to share with your team, save in an EMR, or review offline. HiBoop offers two export methods: a ",[32,549,550],{},"simple PDF export"," for a single schedule, and an ",[32,553,554],{},"advanced export"," for broader data analysis.",[20,557,23],{"id":558},"step-by-step-instructions-5",[158,560,562],{"id":561},"option-1-export-a-single-schedule-pdf","Option 1: Export a Single Schedule (PDF)",[16,564,565],{},"Use this method to share a summary of one completed assessment schedule (e.g., Intake).",[25,567,568,577,584,589,592],{},[28,569,570,571,574,575,209],{},"Open the ",[32,572,573],{},"patient profile"," and scroll to the ",[32,576,402],{},[28,578,579,580,583],{},"Click into a ",[32,581,582],{},"completed schedule"," (like Intake).",[28,585,586,587,209],{},"In the drawer that appears, select ",[32,588,448],{},[28,590,591],{},"Choose the fields you want to include (e.g., Assessment Summary, Progress Note, Scores, etc.).",[28,593,84,594,596,597,600],{},[32,595,448],{}," to generate a ",[32,598,599],{},"PDF"," for download or upload to your EMR.",[158,602,604],{"id":603},"option-2-advanced-export-csv-or-pdf","Option 2: Advanced Export (CSV or PDF)",[16,606,607],{},"Use this method to export multiple assessments, timepoints, or raw data.",[25,609,610,618,636,656,677,702],{},[28,611,195,612,614,615,617],{},[32,613,573],{},", click the ",[32,616,448],{}," button near the top of the chart.",[28,619,261,620,265,623],{},[32,621,622],{},"file format",[47,624,625,631],{},[28,626,627,630],{},[32,628,629],{},"Spreadsheet (.CSV)"," for raw or formatted data",[28,632,633,635],{},[32,634,599],{}," for shareable reports",[28,637,638,639,265,642],{},"Select your ",[32,640,641],{},"layout",[47,643,644,650],{},[28,645,646,649],{},[32,647,648],{},"Raw Data"," for unformatted output",[28,651,652,655],{},[32,653,654],{},"Formatted Table"," for visual structure",[28,657,283,658,660,661],{},[32,659,448],{},", choose what data to include:\n",[47,662,663,668],{},[28,664,665],{},[32,666,667],{},"Demographics",[28,669,670,673,674],{},[32,671,672],{},"Assessment Scores"," and\u002For ",[32,675,676],{},"Question Responses",[28,678,283,679,682,683],{},[32,680,681],{},"Include",", choose:\n",[47,684,685,691,697],{},[28,686,687,690],{},[32,688,689],{},"All Data",", or",[28,692,693,696],{},[32,694,695],{},"Specific Schedules"," (e.g., Intake, Check-in, Discharge), or",[28,698,699,701],{},[32,700,482],{}," between two points",[28,703,84,704,706],{},[32,705,448],{}," to download the report.",[94,708],{},[11,710,712],{"id":711},"how-do-i-manage-whether-patients-can-see-their-results","How do I manage whether patients can see their results?",[16,714,715,716,719,720,723],{},"You can control if patients are able to view their assessment scores when they log in. This can be managed on a ",[32,717,718],{},"per-patient basis"," or by setting a ",[32,721,722],{},"clinic-wide default"," for all new assessments.",[20,725,727],{"id":726},"set-visibility-for-a-specific-patient","Set Visibility for a Specific Patient",[25,729,730,734,741],{},[28,731,228,732,231],{},[32,733,34],{},[28,735,736,737,740],{},"In the top-right corner, click the ",[32,738,739],{},"⋮ menu"," (more options).",[28,742,179,743,746,747],{},[32,744,745],{},"Toggle Results Visibility",".\n",[47,748,749,752],{},[28,750,751],{},"If enabled, the patient will see their scores and severity in their dashboard.",[28,753,754],{},"If disabled, results will be hidden from that patient even if clinic-wide defaults are on.",[20,756,758],{"id":757},"set-the-clinic-wide-default","Set the Clinic-Wide Default",[25,760,761,771],{},[28,762,763,764,767,768,209],{},"Go to ",[32,765,766],{},"Settings"," > ",[32,769,770],{},"Assessment Form",[28,772,773,774,777,778],{},"Toggle ",[32,775,776],{},"\"Share results with patients by default\""," on or off.\n",[47,779,780,786],{},[28,781,782,785],{},[32,783,784],{},"When ON",": All newly scheduled assessments will be visible to patients by default.",[28,787,788,791],{},[32,789,790],{},"When OFF",": Assessments will only be visible to staff unless manually shared.",[94,793],{},[11,795,797],{"id":796},"is-my-patient-data-secure","Is my patient data secure?",[16,799,800],{},"Yes, HiBoop is built with security and privacy at its core. All patient data is encrypted, access-controlled, and handled in full alignment with health data protection standards.",[20,802,804],{"id":803},"how-we-keep-data-secure","How We Keep Data Secure",[16,806,807],{},[32,808,809],{},"1. End-to-End Encryption",[16,811,812],{},"All data is encrypted both in transit and at rest using modern encryption standards (e.g., TLS 1.2+, AES-256). This protects patient information from unauthorized access during upload, storage, and sharing.",[16,814,815],{},[32,816,817],{},"2. Role-Based Access Controls",[16,819,820],{},"Only authorized users within your clinic can access patient data. You can assign permissions based on user roles (e.g., Admin, Clinician), helping you control who sees what.",[16,822,823],{},[32,824,825],{},"3. Secure Infrastructure",[16,827,828],{},"HiBoop runs on secure, cloud-based infrastructure with robust physical and network security measures in place. All systems are monitored continuously for suspicious activity.",[16,830,831],{},[32,832,833],{},"4. Compliance with Health Regulations",[16,835,836],{},"HiBoop is designed to comply with applicable health data privacy laws, including:",[47,838,839,845,851],{},[28,840,841,844],{},[32,842,843],{},"PIPEDA"," (Canada)",[28,846,847,850],{},[32,848,849],{},"PHIPA"," (Ontario)",[28,852,853],{},"Regional privacy frameworks as required by your clinic's jurisdiction",[16,855,856],{},[32,857,858],{},"5. Audit Logs and Activity Tracking",[16,860,861],{},"All access to patient data is logged. This ensures full transparency into who accessed what, and when.",{"title":863,"searchDepth":864,"depth":864,"links":865},"",3,[866,870,873,880,883,888,891,897,901],{"id":13,"depth":867,"text":14,"children":868},2,[869],{"id":22,"depth":864,"text":23},{"id":98,"depth":867,"text":99,"children":871},[872],{"id":105,"depth":864,"text":23},{"id":149,"depth":867,"text":150,"children":874},[875],{"id":156,"depth":864,"text":23,"children":876},[877,879],{"id":160,"depth":878,"text":161},4,{"id":189,"depth":878,"text":190},{"id":216,"depth":867,"text":217,"children":881},[882],{"id":223,"depth":864,"text":23},{"id":327,"depth":867,"text":328,"children":884},[885,886,887],{"id":334,"depth":864,"text":337},{"id":375,"depth":864,"text":378},{"id":399,"depth":864,"text":402},{"id":454,"depth":867,"text":455,"children":889},[890],{"id":461,"depth":864,"text":23},{"id":543,"depth":867,"text":544,"children":892},[893],{"id":558,"depth":864,"text":23,"children":894},[895,896],{"id":561,"depth":878,"text":562},{"id":603,"depth":878,"text":604},{"id":711,"depth":867,"text":712,"children":898},[899,900],{"id":726,"depth":864,"text":727},{"id":757,"depth":864,"text":758},{"id":796,"depth":867,"text":797,"children":902},[903],{"id":803,"depth":864,"text":804},"Learn how to add, edit, and manage patient information in HiBoop, send assessments, and ensure data privacy for effective clinic operations.","md",{},"Patient Management",true,"\u002Fhelp\u002Fpatients",{"title":6,"description":904},"patients",null,"help\u002Fpatients","helpPage","q_DguIE-rJuwD9MTswVlsjVjHPkUwa4ZjZJlLZCNdPo",false,[918,988,1034,1068,1082,1155,1201,1272,1302],{"id":919,"title":920,"body":921,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":980,"navigation":908,"path":981,"seo":982,"slug":983,"sourceFile":912,"stem":984,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":986,"__hash__":987},"helpArticles\u002Fhelp\u002Farticles\u002Fadd-patient.md","How do I add a patient to HiBoop?",{"type":8,"value":922,"toc":977},[923,926,930,946,957,966,971],[16,924,925],{},"Once your clinic account is active, adding patients to HiBoop is quick and easy.",[11,927,929],{"id":928},"steps-to-add-a-patient","Steps to add a patient",[25,931,932,938,943],{},[28,933,934,935,937],{},"Navigate to the ",[32,936,34],{}," page",[28,939,84,940],{},[32,941,942],{},"“Add a Patient”",[28,944,945],{},"Enter:",[47,947,948,951,954],{},[28,949,950],{},"First name",[28,952,953],{},"Last name",[28,955,956],{},"Email address (used for assessment delivery)",[25,958,959],{"start":878},[28,960,961,962,965],{},"(Optional) Proceed to ",[32,963,964],{},"issue an assessment"," promptly",[47,967,968],{},[28,969,970],{},"Select a delivery method - Email, in-person via QR code, or clinician view",[972,973,974],"blockquote",{},[16,975,976],{},"Tip: Patients do not need to create an account. They’ll receive a secure link when assessments are delivered via email or QR code.",{"title":863,"searchDepth":864,"depth":864,"links":978},[979],{"id":928,"depth":867,"text":929},{},"\u002Fhelp\u002Farticles\u002Fadd-patient",{"title":920,"description":912},"add-patient","help\u002Farticles\u002Fadd-patient","helpArticle","2025-06-26T20:27:14Z","wpIkw08dVJGbJMGk9_lmAiuGB1sZuV9banPgBZpIuic",{"id":989,"title":990,"body":991,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1027,"navigation":908,"path":1028,"seo":1029,"slug":1030,"sourceFile":912,"stem":1031,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1032,"__hash__":1033},"helpArticles\u002Fhelp\u002Farticles\u002Fdelivery.md","What delivery methods are available?",{"type":8,"value":992,"toc":1025},[993,996,999,1004,1007,1012,1015,1020],[16,994,995],{},"HiBoop supports three flexible options for delivering assessments:",[16,997,998],{},"**Email: **Sends a secure link directly to the patient",[47,1000,1001],{},[28,1002,1003],{},"Best for remote\u002Fvirtual clients and follow-up assessments",[16,1005,1006],{},"**In-person (QR code): **Displays a scannable QR code",[47,1008,1009],{},[28,1010,1011],{},"Best for in-clinic use on phone or tablet",[16,1013,1014],{},"**Clinician Portal: **Clinician completes the assessment with or on behalf of the patient",[47,1016,1017],{},[28,1018,1019],{},"Best for assisted care or tech-limited clients",[972,1021,1022],{},[16,1023,1024],{},"All methods are HIPAA\u002FPIPEDA compliant and include automated reminders for email deliveries.",{"title":863,"searchDepth":864,"depth":864,"links":1026},[],{},"\u002Fhelp\u002Farticles\u002Fdelivery",{"title":990,"description":912},"delivery","help\u002Farticles\u002Fdelivery","2025-06-26T20:24:55Z","K6y0z0Pj4FmsOw2Sk1_dpsp3TzPhS8gn-5r1DJ-nbYs",{"id":1035,"title":1036,"body":1037,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1061,"navigation":908,"path":1062,"seo":1063,"slug":1064,"sourceFile":912,"stem":1065,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1066,"__hash__":1067},"helpArticles\u002Fhelp\u002Farticles\u002Fdemographics.md","What demographic information is collected?",{"type":8,"value":1038,"toc":1059},[1039,1042],[16,1040,1041],{},"HiBoop collects:",[47,1043,1044,1047,1050,1053,1056],{},[28,1045,1046],{},"Name & email",[28,1048,1049],{},"Job Industry",[28,1051,1052],{},"Substance use history",[28,1054,1055],{},"Existing diagnoses",[28,1057,1058],{},"Current medications",{"title":863,"searchDepth":864,"depth":864,"links":1060},[],{},"\u002Fhelp\u002Farticles\u002Fdemographics",{"title":1036,"description":912},"demographics","help\u002Farticles\u002Fdemographics","2025-06-24T16:34:55Z","Jkv9yNTHOuMscIbyWb5HisbmqLj6KrhmDVfomYZ32l0",{"id":1069,"title":1070,"body":1071,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1075,"navigation":908,"path":1076,"seo":1077,"slug":1078,"sourceFile":912,"stem":1079,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1080,"__hash__":1081},"helpArticles\u002Fhelp\u002Farticles\u002Femail-assessment.md","What happens when I send an assessment via email? What is the patient experience like?",{"type":8,"value":1072,"toc":1073},[],{"title":863,"searchDepth":864,"depth":864,"links":1074},[],{},"\u002Fhelp\u002Farticles\u002Femail-assessment",{"title":1070,"description":912},"email-assessment","help\u002Farticles\u002Femail-assessment","2025-06-24T16:56:30Z","wzzwWqd99QQ_owjRvLP_4ksOvFy44_7zMXh-OEPze0w",{"id":1083,"title":217,"body":1084,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1148,"navigation":908,"path":1149,"seo":1150,"slug":1151,"sourceFile":912,"stem":1152,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1153,"__hash__":1154},"helpArticles\u002Fhelp\u002Farticles\u002Fissue.md",{"type":8,"value":1085,"toc":1144},[1086,1089,1093,1111,1115,1125,1139],[16,1087,1088],{},"You can issue an assessment to any patient, new or existing, right from their profile or during intake.",[11,1090,1092],{"id":1091},"for-new-patients","For new patients",[25,1094,1095,1099,1103,1106],{},[28,1096,30,1097,937],{},[32,1098,34],{},[28,1100,84,1101],{},[32,1102,942],{},[28,1104,1105],{},"Enter their details",[28,1107,179,1108],{},[32,1109,1110],{},"“Issue an Assessment”",[11,1112,1114],{"id":1113},"for-existing-patients","For existing patients",[25,1116,1117,1122],{},[28,1118,1119,1120],{},"Open the patient’s ",[32,1121,334],{},[28,1123,1124],{},"Click one of the available schedule types:",[47,1126,1127,1130,1133,1136],{},[28,1128,1129],{},"Intake",[28,1131,1132],{},"Follow-Up",[28,1134,1135],{},"Discharge",[28,1137,1138],{},"Create Custom Schedule",[25,1140,1141],{"start":864},[28,1142,1143],{},"Customize the assessment settings and delivery method",{"title":863,"searchDepth":864,"depth":864,"links":1145},[1146,1147],{"id":1091,"depth":867,"text":1092},{"id":1113,"depth":867,"text":1114},{},"\u002Fhelp\u002Farticles\u002Fissue",{"title":217,"description":912},"issue","help\u002Farticles\u002Fissue","2025-06-26T20:26:05Z","S8Tu6XLpC6jmuQjhKXHnwYagDWwZ3g0sDiQZPGiu7IM",{"id":1156,"title":1157,"body":1158,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1194,"navigation":908,"path":1195,"seo":1196,"slug":1197,"sourceFile":912,"stem":1198,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1199,"__hash__":1200},"helpArticles\u002Fhelp\u002Farticles\u002Fpatient-profile.md","What information is available on the patient profile?",{"type":8,"value":1159,"toc":1191},[1160,1167,1171,1188],[16,1161,1162,1163,1166],{},"The ",[32,1164,1165],{},"Patient Profile"," in HiBoop is where you can view and manage all patient-specific information, including assessment history and care progress.",[11,1168,1170],{"id":1169},"the-patient-profile-includes","The Patient Profile includes:",[47,1172,1173,1176,1179,1182,1185],{},[28,1174,1175],{},"Demographic information",[28,1177,1178],{},"Condition severity scores",[28,1180,1181],{},"Assessment results over time",[28,1183,1184],{},"Access to individual question responses",[28,1186,1187],{},"Program schedules and delivery status",[16,1189,1190],{},"This page serves as your go-to source for monitoring patient engagement, reviewing data, and preparing for sessions or documentation.",{"title":863,"searchDepth":864,"depth":864,"links":1192},[1193],{"id":1169,"depth":867,"text":1170},{},"\u002Fhelp\u002Farticles\u002Fpatient-profile",{"title":1157,"description":912},"patient-profile","help\u002Farticles\u002Fpatient-profile","2025-06-30T17:54:44Z","IQrbXtz7iuDIAbcsLgIl-iSXwdGniuEvi5bl9bBEBH0",{"id":1202,"title":1203,"body":1204,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1265,"navigation":908,"path":1266,"seo":1267,"slug":1268,"sourceFile":912,"stem":1269,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1270,"__hash__":1271},"helpArticles\u002Fhelp\u002Farticles\u002Frequire.md","How do I make an assessment required?",{"type":8,"value":1205,"toc":1261},[1206,1213,1217,1237,1241,1256],[16,1207,1208,1209,1212],{},"When issuing an assessment in HiBoop, you have the option to mark it as ",[32,1210,1211],{},"required",". Required assessments are tools that will always be delivered to the patient at that point in care, regardless of their prescreen responses or symptom presentation.",[11,1214,1216],{"id":1215},"when-to-use-this-feature","When to use this feature",[47,1218,1219,1225,1231],{},[28,1220,1221,1222],{},"Your clinic has a ",[32,1223,1224],{},"standardized intake protocol",[28,1226,1227,1228],{},"You need a specific assessment for ",[32,1229,1230],{},"insurance, funding, or compliance",[28,1232,1233,1234],{},"You want to ",[32,1235,1236],{},"ensure consistency across clinicians or programs",[11,1238,1240],{"id":1239},"how-to-make-an-assessment-required","How to make an assessment required",[25,1242,1243,1248,1253],{},[28,1244,30,1245,1247],{},[32,1246,1165],{}," and select the schedule (Intake, Check In, Discharge) that you would like to edit",[28,1249,283,1250,1252],{},[32,1251,286],{},", select the assessment(s) you want to always include",[28,1254,1255],{},"Save the schedule",[972,1257,1258],{},[16,1259,1260],{},"Tip: We recommend using required assessments sparingly. HiBoop’s recommendation algorithm is designed to personalize assessment selection based on prescreen results. Overusing required tools may increase patient burden or reduce assessment efficiency.",{"title":863,"searchDepth":864,"depth":864,"links":1262},[1263,1264],{"id":1215,"depth":867,"text":1216},{"id":1239,"depth":867,"text":1240},{},"\u002Fhelp\u002Farticles\u002Frequire",{"title":1203,"description":912},"require","help\u002Farticles\u002Frequire","2025-06-30T17:53:16Z","CKDWFojPD-hPUBtyKDaelhizE-djozCD-Ayba0Xpk-Q",{"id":1273,"title":1274,"body":1275,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1295,"navigation":908,"path":1296,"seo":1297,"slug":1298,"sourceFile":912,"stem":1299,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1300,"__hash__":1301},"helpArticles\u002Fhelp\u002Farticles\u002Fschedule.md","How do I schedule an assessment for the future?",{"type":8,"value":1276,"toc":1293},[1277,1280,1288],[16,1278,1279],{},"When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.",[47,1281,1282,1285],{},[28,1283,1284],{},"If email is selected as the delivery method, the assessment will be sent automatically on that date.",[28,1286,1287],{},"If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.",[16,1289,1290],{},[66,1291,1292],{},"A calendar feature will soon be available to help track upcoming assessments.",{"title":863,"searchDepth":864,"depth":864,"links":1294},[],{},"\u002Fhelp\u002Farticles\u002Fschedule",{"title":1274,"description":912},"schedule","help\u002Farticles\u002Fschedule","2025-05-21T18:17:21Z","aEon8Mxj42KgzAGzSkGxoRjurzgBn7kw8wvn9eU30lk",{"id":1303,"title":1304,"body":1305,"category":911,"categoryTitle":907,"description":912,"extension":905,"meta":1441,"navigation":908,"path":1442,"seo":1443,"slug":1444,"sourceFile":912,"stem":1445,"subcategory":912,"subcategoryTitle":912,"type":985,"updatedAt":1446,"__hash__":1447},"helpArticles\u002Fhelp\u002Farticles\u002Fschedules.md","What are 'Schedules' and 'Programs' in HiBoop?",{"type":8,"value":1306,"toc":1434},[1307,1313,1317,1346,1351,1354,1357,1361,1386,1399,1403,1410,1414],[16,1308,1309,1310,1312],{},"A ",[32,1311,1298],{}," acts as a structured care plan for patient assessments across time.",[11,1314,1316],{"id":1315},"types-of-schedules","Types of schedules",[47,1318,1319,1324,1329,1334,1340],{},[28,1320,1321,1323],{},[32,1322,1129],{}," – Initial assessment before treatment",[28,1325,1326,1328],{},[32,1327,1132],{}," – Ongoing check-ins during care",[28,1330,1331,1333],{},[32,1332,1135],{}," – End-of-treatment measurement",[28,1335,1336,1339],{},[32,1337,1338],{},"Post-Care"," – Optional follow-up (e.g., 1 month later)",[28,1341,1342,1345],{},[32,1343,1344],{},"Custom"," – Build your own schedule from scratch",[972,1347,1348],{},[16,1349,1350],{},"Schedules help standardize care and simplify progress tracking across time points.",[11,1352,1274],{"id":1353},"how-do-i-schedule-an-assessment-for-the-future",[16,1355,1356],{},"Future-dated assessments can be scheduled in just a few clicks.",[11,1358,1360],{"id":1359},"steps","Steps:",[25,1362,1363,1367,1370,1380],{},[28,1364,30,1365],{},[32,1366,1165],{},[28,1368,1369],{},"Click on a schedule type or “Create Schedule”",[28,1371,1372,1373,1376,1377],{},"In ",[32,1374,1375],{},"Assessment Details",", select a ",[32,1378,1379],{},"future date",[28,1381,261,1382,1385],{},[32,1383,1384],{},"delivery method",":",[47,1387,1388,1393],{},[28,1389,1390,1392],{},[32,1391,62],{},": Assessment is sent automatically on the selected date",[28,1394,1395,1398],{},[32,1396,1397],{},"In-Person or Clinician Portal",": Requires manual launch by provider",[11,1400,1402],{"id":1401},"can-i-create-a-multi-step-program","Can I create a multi-step program?",[16,1404,1405,1406,1409],{},"Yes. You can create ",[32,1407,1408],{},"programs"," to structure recurring assessments over time.",[11,1411,1413],{"id":1412},"how-to-build-a-program","How to build a program",[25,1415,1416,1422,1428,1431],{},[28,1417,1418,1419],{},"Choose how many times the patient should be assessed\n",[66,1420,1421],{},"Example: 7x over 6 weeks (intake, 5 weekly check-ins, discharge, follow-up)",[28,1423,1424,1425],{},"Define time intervals between assessments\n",[66,1426,1427],{},"Weekly, biweekly, custom dates",[28,1429,1430],{},"Select your preferred assessments and delivery methods",[28,1432,1433],{},"Save and apply to patients as needed",{"title":863,"searchDepth":864,"depth":864,"links":1435},[1436,1437,1438,1439,1440],{"id":1315,"depth":867,"text":1316},{"id":1353,"depth":867,"text":1274},{"id":1359,"depth":867,"text":1360},{"id":1401,"depth":867,"text":1402},{"id":1412,"depth":867,"text":1413},{},"\u002Fhelp\u002Farticles\u002Fschedules",{"title":1304,"description":912},"schedules","help\u002Farticles\u002Fschedules","2025-06-26T20:14:37Z","bGw_L_3Ci1BswbiW3RiTetlPB88AI4B8WPVYPpIdSTs",1791793991386]