[{"data":1,"prerenderedAt":660},["ShallowReactive",2],{"help-article-en-add-patient":3,"help-category-en-patients":93},{"article":4,"fallback":92},{"id":5,"title":6,"body":7,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":83,"navigation":84,"path":85,"seo":86,"slug":87,"sourceFile":81,"stem":88,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":90,"__hash__":91},"helpArticles\u002Fhelp\u002Farticles\u002Fadd-patient.md","How do I add a patient to HiBoop?",{"type":8,"value":9,"toc":73},"minimark",[10,14,19,40,52,62,67],[11,12,13],"p",{},"Once your clinic account is active, adding patients to HiBoop is quick and easy.",[15,16,18],"h2",{"id":17},"steps-to-add-a-patient","Steps to add a patient",[20,21,22,31,37],"ol",{},[23,24,25,26,30],"li",{},"Navigate to the ",[27,28,29],"strong",{},"Patients"," page",[23,32,33,34],{},"Click ",[27,35,36],{},"“Add a Patient”",[23,38,39],{},"Enter:",[41,42,43,46,49],"ul",{},[23,44,45],{},"First name",[23,47,48],{},"Last name",[23,50,51],{},"Email address (used for assessment delivery)",[20,53,55],{"start":54},4,[23,56,57,58,61],{},"(Optional) Proceed to ",[27,59,60],{},"issue an assessment"," promptly",[41,63,64],{},[23,65,66],{},"Select a delivery method - Email, in-person via QR code, or clinician view",[68,69,70],"blockquote",{},[11,71,72],{},"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":74,"searchDepth":75,"depth":75,"links":76},"",3,[77],{"id":17,"depth":78,"text":18},2,"patients","Patient Management",null,"md",{},true,"\u002Fhelp\u002Farticles\u002Fadd-patient",{"title":6,"description":81},"add-patient","help\u002Farticles\u002Fadd-patient","helpArticle","2025-06-26T20:27:14Z","wpIkw08dVJGbJMGk9_lmAiuGB1sZuV9banPgBZpIuic",false,[94,140,234,268,282,362,408,481,512],{"id":5,"title":6,"body":95,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":138,"navigation":84,"path":85,"seo":139,"slug":87,"sourceFile":81,"stem":88,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":90,"__hash__":91},{"type":8,"value":96,"toc":135},[97,99,101,113,121,127,131],[11,98,13],{},[15,100,18],{"id":17},[20,102,103,107,111],{},[23,104,25,105,30],{},[27,106,29],{},[23,108,33,109],{},[27,110,36],{},[23,112,39],{},[41,114,115,117,119],{},[23,116,45],{},[23,118,48],{},[23,120,51],{},[20,122,123],{"start":54},[23,124,57,125,61],{},[27,126,60],{},[41,128,129],{},[23,130,66],{},[68,132,133],{},[11,134,72],{},{"title":74,"searchDepth":75,"depth":75,"links":136},[137],{"id":17,"depth":78,"text":18},{},{"title":6,"description":81},{"id":141,"title":142,"body":143,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":227,"navigation":84,"path":228,"seo":229,"slug":230,"sourceFile":81,"stem":231,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":232,"__hash__":233},"helpArticles\u002Fhelp\u002Farticles\u002Fdelivery.md","What delivery methods are available?",{"type":8,"value":144,"toc":224},[145,148,151,156,159,164,167,172,176,183,214,219],[11,146,147],{},"HiBoop supports three flexible options for delivering assessments:",[11,149,150],{},"**Email: **Sends a secure link directly to the patient",[41,152,153],{},[23,154,155],{},"Best for remote\u002Fvirtual clients and follow-up assessments",[11,157,158],{},"**In-person (QR code): **Displays a scannable QR code",[41,160,161],{},[23,162,163],{},"Best for in-clinic use on phone or tablet",[11,165,166],{},"**Clinician Portal: **Clinician completes the assessment with or on behalf of the patient",[41,168,169],{},[23,170,171],{},"Best for assisted care or tech-limited clients",[15,173,175],{"id":174},"previewing-the-patient-experience","Previewing the patient experience",[11,177,178,179,182],{},"For a test patient (marked ",[27,180,181],{},"sandbox"," in your patient list), you can try a schedule yourself before sending it to real patients.",[20,184,185,188,199,202,208],{},[23,186,187],{},"Open the test patient's schedule.",[23,189,190,191,194,195,198],{},"Next to ",[27,192,193],{},"Delivery Method",", click ",[27,196,197],{},"\"Preview Patient Experience\"",".",[23,200,201],{},"A new tab opens and shows the assessments and forms exactly as the patient would see them.",[23,203,33,204,207],{},[27,205,206],{},"\"Preview patient dashboard\""," to see the patient's results page, filled with sample data.",[23,209,33,210,213],{},[27,211,212],{},"\"Close\""," to return to HiBoop. The answers you entered are saved to the test patient.",[68,215,216],{},[11,217,218],{},"The preview button only appears for test patients, and only after the schedule has been saved.",[68,220,221],{},[11,222,223],{},"All methods are HIPAA\u002FPIPEDA compliant and include automated reminders for email deliveries.",{"title":74,"searchDepth":75,"depth":75,"links":225},[226],{"id":174,"depth":78,"text":175},{},"\u002Fhelp\u002Farticles\u002Fdelivery",{"title":142,"description":81},"delivery","help\u002Farticles\u002Fdelivery","2026-10-05T00:00:00Z","edunM1OM3_MRx_9v3J5-UBGfWdzlfaP0uwrvxiF6rw4",{"id":235,"title":236,"body":237,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":261,"navigation":84,"path":262,"seo":263,"slug":264,"sourceFile":81,"stem":265,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":266,"__hash__":267},"helpArticles\u002Fhelp\u002Farticles\u002Fdemographics.md","What demographic information is collected?",{"type":8,"value":238,"toc":259},[239,242],[11,240,241],{},"HiBoop collects:",[41,243,244,247,250,253,256],{},[23,245,246],{},"Name & email",[23,248,249],{},"Job Industry",[23,251,252],{},"Substance use history",[23,254,255],{},"Existing diagnoses",[23,257,258],{},"Current medications",{"title":74,"searchDepth":75,"depth":75,"links":260},[],{},"\u002Fhelp\u002Farticles\u002Fdemographics",{"title":236,"description":81},"demographics","help\u002Farticles\u002Fdemographics","2025-06-24T16:34:55Z","Jkv9yNTHOuMscIbyWb5HisbmqLj6KrhmDVfomYZ32l0",{"id":269,"title":270,"body":271,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":275,"navigation":84,"path":276,"seo":277,"slug":278,"sourceFile":81,"stem":279,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":280,"__hash__":281},"helpArticles\u002Fhelp\u002Farticles\u002Femail-assessment.md","What happens when I send an assessment via email? What is the patient experience like?",{"type":8,"value":272,"toc":273},[],{"title":74,"searchDepth":75,"depth":75,"links":274},[],{},"\u002Fhelp\u002Farticles\u002Femail-assessment",{"title":270,"description":81},"email-assessment","help\u002Farticles\u002Femail-assessment","2025-06-24T16:56:30Z","wzzwWqd99QQ_owjRvLP_4ksOvFy44_7zMXh-OEPze0w",{"id":283,"title":284,"body":285,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":355,"navigation":84,"path":356,"seo":357,"slug":358,"sourceFile":81,"stem":359,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":360,"__hash__":361},"helpArticles\u002Fhelp\u002Farticles\u002Fissue.md","How do I issue an assessment?",{"type":8,"value":286,"toc":351},[287,290,294,314,318,329,343,348],[11,288,289],{},"You can issue an assessment to any patient, new or existing, right from their profile or during intake.",[15,291,293],{"id":292},"for-new-patients","For new patients",[20,295,296,301,305,308],{},[23,297,298,299,30],{},"Go to the ",[27,300,29],{},[23,302,33,303],{},[27,304,36],{},[23,306,307],{},"Enter their details",[23,309,310,311],{},"Select ",[27,312,313],{},"“Issue an Assessment”",[15,315,317],{"id":316},"for-existing-patients","For existing patients",[20,319,320,326],{},[23,321,322,323],{},"Open the patient’s ",[27,324,325],{},"profile",[23,327,328],{},"Click one of the available schedule types:",[41,330,331,334,337,340],{},[23,332,333],{},"Intake",[23,335,336],{},"Follow-Up",[23,338,339],{},"Discharge",[23,341,342],{},"Create Custom Schedule",[20,344,345],{"start":75},[23,346,347],{},"Customize the assessment settings and delivery method",[11,349,350],{},"When you pick the first assessment, HiBoop fills in the label for you. A patient's first assessment uses your clinic's Intake label, and later ones use your Check-In label. This only happens if your clinic has exactly one label of that type. You can still change it.",{"title":74,"searchDepth":75,"depth":75,"links":352},[353,354],{"id":292,"depth":78,"text":293},{"id":316,"depth":78,"text":317},{},"\u002Fhelp\u002Farticles\u002Fissue",{"title":284,"description":81},"issue","help\u002Farticles\u002Fissue","2026-10-12T00:00:00Z","RaXrfvhDz7wXjxIV7Lny-jzBFhZ-maksmEinDxG86K8",{"id":363,"title":364,"body":365,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":401,"navigation":84,"path":402,"seo":403,"slug":404,"sourceFile":81,"stem":405,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":406,"__hash__":407},"helpArticles\u002Fhelp\u002Farticles\u002Fpatient-profile.md","What information is available on the patient profile?",{"type":8,"value":366,"toc":398},[367,374,378,395],[11,368,369,370,373],{},"The ",[27,371,372],{},"Patient Profile"," in HiBoop is where you can view and manage all patient-specific information, including assessment history and care progress.",[15,375,377],{"id":376},"the-patient-profile-includes","The Patient Profile includes:",[41,379,380,383,386,389,392],{},[23,381,382],{},"Demographic information",[23,384,385],{},"Condition severity scores",[23,387,388],{},"Assessment results over time",[23,390,391],{},"Access to individual question responses",[23,393,394],{},"Program schedules and delivery status",[11,396,397],{},"This page serves as your go-to source for monitoring patient engagement, reviewing data, and preparing for sessions or documentation.",{"title":74,"searchDepth":75,"depth":75,"links":399},[400],{"id":376,"depth":78,"text":377},{},"\u002Fhelp\u002Farticles\u002Fpatient-profile",{"title":364,"description":81},"patient-profile","help\u002Farticles\u002Fpatient-profile","2025-06-30T17:54:44Z","IQrbXtz7iuDIAbcsLgIl-iSXwdGniuEvi5bl9bBEBH0",{"id":409,"title":410,"body":411,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":474,"navigation":84,"path":475,"seo":476,"slug":477,"sourceFile":81,"stem":478,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":479,"__hash__":480},"helpArticles\u002Fhelp\u002Farticles\u002Frequire.md","How do I make an assessment required?",{"type":8,"value":412,"toc":470},[413,420,424,444,448,465],[11,414,415,416,419],{},"When issuing an assessment in HiBoop, you have the option to mark it as ",[27,417,418],{},"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.",[15,421,423],{"id":422},"when-to-use-this-feature","When to use this feature",[41,425,426,432,438],{},[23,427,428,429],{},"Your clinic has a ",[27,430,431],{},"standardized intake protocol",[23,433,434,435],{},"You need a specific assessment for ",[27,436,437],{},"insurance, funding, or compliance",[23,439,440,441],{},"You want to ",[27,442,443],{},"ensure consistency across clinicians or programs",[15,445,447],{"id":446},"how-to-make-an-assessment-required","How to make an assessment required",[20,449,450,455,462],{},[23,451,298,452,454],{},[27,453,372],{}," and select the schedule (Intake, Check In, Discharge) that you would like to edit",[23,456,457,458,461],{},"Under ",[27,459,460],{},"Required Assessments",", select the assessment(s) you want to always include",[23,463,464],{},"Save the schedule",[68,466,467],{},[11,468,469],{},"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":74,"searchDepth":75,"depth":75,"links":471},[472,473],{"id":422,"depth":78,"text":423},{"id":446,"depth":78,"text":447},{},"\u002Fhelp\u002Farticles\u002Frequire",{"title":410,"description":81},"require","help\u002Farticles\u002Frequire","2025-06-30T17:53:16Z","CKDWFojPD-hPUBtyKDaelhizE-djozCD-Ayba0Xpk-Q",{"id":482,"title":483,"body":484,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":505,"navigation":84,"path":506,"seo":507,"slug":508,"sourceFile":81,"stem":509,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":510,"__hash__":511},"helpArticles\u002Fhelp\u002Farticles\u002Fschedule.md","How do I schedule an assessment for the future?",{"type":8,"value":485,"toc":503},[486,489,497],[11,487,488],{},"When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.",[41,490,491,494],{},[23,492,493],{},"If email is selected as the delivery method, the assessment will be sent automatically on that date.",[23,495,496],{},"If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.",[11,498,499],{},[500,501,502],"em",{},"A calendar feature will soon be available to help track upcoming assessments.",{"title":74,"searchDepth":75,"depth":75,"links":504},[],{},"\u002Fhelp\u002Farticles\u002Fschedule",{"title":483,"description":81},"schedule","help\u002Farticles\u002Fschedule","2025-05-21T18:17:21Z","aEon8Mxj42KgzAGzSkGxoRjurzgBn7kw8wvn9eU30lk",{"id":513,"title":514,"body":515,"category":79,"categoryTitle":80,"description":81,"extension":82,"meta":653,"navigation":84,"path":654,"seo":655,"slug":656,"sourceFile":81,"stem":657,"subcategory":81,"subcategoryTitle":81,"type":89,"updatedAt":658,"__hash__":659},"helpArticles\u002Fhelp\u002Farticles\u002Fschedules.md","What are 'Schedules' and 'Programs' in HiBoop?",{"type":8,"value":516,"toc":646},[517,523,527,556,561,564,567,571,597,611,615,622,626],[11,518,519,520,522],{},"A ",[27,521,508],{}," acts as a structured care plan for patient assessments across time.",[15,524,526],{"id":525},"types-of-schedules","Types of schedules",[41,528,529,534,539,544,550],{},[23,530,531,533],{},[27,532,333],{}," – Initial assessment before treatment",[23,535,536,538],{},[27,537,336],{}," – Ongoing check-ins during care",[23,540,541,543],{},[27,542,339],{}," – End-of-treatment measurement",[23,545,546,549],{},[27,547,548],{},"Post-Care"," – Optional follow-up (e.g., 1 month later)",[23,551,552,555],{},[27,553,554],{},"Custom"," – Build your own schedule from scratch",[68,557,558],{},[11,559,560],{},"Schedules help standardize care and simplify progress tracking across time points.",[15,562,483],{"id":563},"how-do-i-schedule-an-assessment-for-the-future",[11,565,566],{},"Future-dated assessments can be scheduled in just a few clicks.",[15,568,570],{"id":569},"steps","Steps:",[20,572,573,577,580,590],{},[23,574,298,575],{},[27,576,372],{},[23,578,579],{},"Click on a schedule type or “Create Schedule”",[23,581,582,583,586,587],{},"In ",[27,584,585],{},"Assessment Details",", select a ",[27,588,589],{},"future date",[23,591,592,593,596],{},"Choose your ",[27,594,595],{},"delivery method",":",[41,598,599,605],{},[23,600,601,604],{},[27,602,603],{},"Email",": Assessment is sent automatically on the selected date",[23,606,607,610],{},[27,608,609],{},"In-Person or Clinician Portal",": Requires manual launch by provider",[15,612,614],{"id":613},"can-i-create-a-multi-step-program","Can I create a multi-step program?",[11,616,617,618,621],{},"Yes. You can create ",[27,619,620],{},"programs"," to structure recurring assessments over time.",[15,623,625],{"id":624},"how-to-build-a-program","How to build a program",[20,627,628,634,640,643],{},[23,629,630,631],{},"Choose how many times the patient should be assessed\n",[500,632,633],{},"Example: 7x over 6 weeks (intake, 5 weekly check-ins, discharge, follow-up)",[23,635,636,637],{},"Define time intervals between assessments\n",[500,638,639],{},"Weekly, biweekly, custom dates",[23,641,642],{},"Select your preferred assessments and delivery methods",[23,644,645],{},"Save and apply to patients as needed",{"title":74,"searchDepth":75,"depth":75,"links":647},[648,649,650,651,652],{"id":525,"depth":78,"text":526},{"id":563,"depth":78,"text":483},{"id":569,"depth":78,"text":570},{"id":613,"depth":78,"text":614},{"id":624,"depth":78,"text":625},{},"\u002Fhelp\u002Farticles\u002Fschedules",{"title":514,"description":81},"schedules","help\u002Farticles\u002Fschedules","2025-06-26T20:14:37Z","bGw_L_3Ci1BswbiW3RiTetlPB88AI4B8WPVYPpIdSTs",1793176523911]