[{"data":1,"prerenderedAt":669},["ShallowReactive",2],{"help-article-en-issue":3,"help-category-en-patients":105},{"article":4,"fallback":104},{"id":5,"title":6,"body":7,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":95,"navigation":96,"path":97,"seo":98,"slug":99,"sourceFile":93,"stem":100,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":102,"__hash__":103},"helpArticles\u002Fhelp\u002Farticles\u002Fissue.md","How do I issue an assessment?",{"type":8,"value":9,"toc":85},"minimark",[10,14,19,46,50,61,76,82],[11,12,13],"p",{},"You can issue an assessment to any patient, new or existing, right from their profile or during intake.",[15,16,18],"h2",{"id":17},"for-new-patients","For new patients",[20,21,22,31,37,40],"ol",{},[23,24,25,26,30],"li",{},"Go to the ",[27,28,29],"strong",{},"Patients"," page",[23,32,33,34],{},"Click ",[27,35,36],{},"“Add a Patient”",[23,38,39],{},"Enter their details",[23,41,42,43],{},"Select ",[27,44,45],{},"“Issue an Assessment”",[15,47,49],{"id":48},"for-existing-patients","For existing patients",[20,51,52,58],{},[23,53,54,55],{},"Open the patient’s ",[27,56,57],{},"profile",[23,59,60],{},"Click one of the available schedule types:",[62,63,64,67,70,73],"ul",{},[23,65,66],{},"Intake",[23,68,69],{},"Follow-Up",[23,71,72],{},"Discharge",[23,74,75],{},"Create Custom Schedule",[20,77,79],{"start":78},3,[23,80,81],{},"Customize the assessment settings and delivery method",[11,83,84],{},"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":86,"searchDepth":78,"depth":78,"links":87},"",[88,90],{"id":17,"depth":89,"text":18},2,{"id":48,"depth":89,"text":49},"patients","Patient Management",null,"md",{},true,"\u002Fhelp\u002Farticles\u002Fissue",{"title":6,"description":93},"issue","help\u002Farticles\u002Fissue","helpArticle","2026-10-12T00:00:00Z","RaXrfvhDz7wXjxIV7Lny-jzBFhZ-maksmEinDxG86K8",false,[106,174,268,302,316,371,417,490,521],{"id":107,"title":108,"body":109,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":167,"navigation":96,"path":168,"seo":169,"slug":170,"sourceFile":93,"stem":171,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":172,"__hash__":173},"helpArticles\u002Fhelp\u002Farticles\u002Fadd-patient.md","How do I add a patient to HiBoop?",{"type":8,"value":110,"toc":164},[111,114,118,132,143,153,158],[11,112,113],{},"Once your clinic account is active, adding patients to HiBoop is quick and easy.",[15,115,117],{"id":116},"steps-to-add-a-patient","Steps to add a patient",[20,119,120,125,129],{},[23,121,122,123,30],{},"Navigate to the ",[27,124,29],{},[23,126,33,127],{},[27,128,36],{},[23,130,131],{},"Enter:",[62,133,134,137,140],{},[23,135,136],{},"First name",[23,138,139],{},"Last name",[23,141,142],{},"Email address (used for assessment delivery)",[20,144,146],{"start":145},4,[23,147,148,149,152],{},"(Optional) Proceed to ",[27,150,151],{},"issue an assessment"," promptly",[62,154,155],{},[23,156,157],{},"Select a delivery method - Email, in-person via QR code, or clinician view",[159,160,161],"blockquote",{},[11,162,163],{},"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":86,"searchDepth":78,"depth":78,"links":165},[166],{"id":116,"depth":89,"text":117},{},"\u002Fhelp\u002Farticles\u002Fadd-patient",{"title":108,"description":93},"add-patient","help\u002Farticles\u002Fadd-patient","2025-06-26T20:27:14Z","wpIkw08dVJGbJMGk9_lmAiuGB1sZuV9banPgBZpIuic",{"id":175,"title":176,"body":177,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":261,"navigation":96,"path":262,"seo":263,"slug":264,"sourceFile":93,"stem":265,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":266,"__hash__":267},"helpArticles\u002Fhelp\u002Farticles\u002Fdelivery.md","What delivery methods are available?",{"type":8,"value":178,"toc":258},[179,182,185,190,193,198,201,206,210,217,248,253],[11,180,181],{},"HiBoop supports three flexible options for delivering assessments:",[11,183,184],{},"**Email: **Sends a secure link directly to the patient",[62,186,187],{},[23,188,189],{},"Best for remote\u002Fvirtual clients and follow-up assessments",[11,191,192],{},"**In-person (QR code): **Displays a scannable QR code",[62,194,195],{},[23,196,197],{},"Best for in-clinic use on phone or tablet",[11,199,200],{},"**Clinician Portal: **Clinician completes the assessment with or on behalf of the patient",[62,202,203],{},[23,204,205],{},"Best for assisted care or tech-limited clients",[15,207,209],{"id":208},"previewing-the-patient-experience","Previewing the patient experience",[11,211,212,213,216],{},"For a test patient (marked ",[27,214,215],{},"sandbox"," in your patient list), you can try a schedule yourself before sending it to real patients.",[20,218,219,222,233,236,242],{},[23,220,221],{},"Open the test patient's schedule.",[23,223,224,225,228,229,232],{},"Next to ",[27,226,227],{},"Delivery Method",", click ",[27,230,231],{},"\"Preview Patient Experience\"",".",[23,234,235],{},"A new tab opens and shows the assessments and forms exactly as the patient would see them.",[23,237,33,238,241],{},[27,239,240],{},"\"Preview patient dashboard\""," to see the patient's results page, filled with sample data.",[23,243,33,244,247],{},[27,245,246],{},"\"Close\""," to return to HiBoop. The answers you entered are saved to the test patient.",[159,249,250],{},[11,251,252],{},"The preview button only appears for test patients, and only after the schedule has been saved.",[159,254,255],{},[11,256,257],{},"All methods are HIPAA\u002FPIPEDA compliant and include automated reminders for email deliveries.",{"title":86,"searchDepth":78,"depth":78,"links":259},[260],{"id":208,"depth":89,"text":209},{},"\u002Fhelp\u002Farticles\u002Fdelivery",{"title":176,"description":93},"delivery","help\u002Farticles\u002Fdelivery","2026-10-05T00:00:00Z","edunM1OM3_MRx_9v3J5-UBGfWdzlfaP0uwrvxiF6rw4",{"id":269,"title":270,"body":271,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":295,"navigation":96,"path":296,"seo":297,"slug":298,"sourceFile":93,"stem":299,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":300,"__hash__":301},"helpArticles\u002Fhelp\u002Farticles\u002Fdemographics.md","What demographic information is collected?",{"type":8,"value":272,"toc":293},[273,276],[11,274,275],{},"HiBoop collects:",[62,277,278,281,284,287,290],{},[23,279,280],{},"Name & email",[23,282,283],{},"Job Industry",[23,285,286],{},"Substance use history",[23,288,289],{},"Existing diagnoses",[23,291,292],{},"Current medications",{"title":86,"searchDepth":78,"depth":78,"links":294},[],{},"\u002Fhelp\u002Farticles\u002Fdemographics",{"title":270,"description":93},"demographics","help\u002Farticles\u002Fdemographics","2025-06-24T16:34:55Z","Jkv9yNTHOuMscIbyWb5HisbmqLj6KrhmDVfomYZ32l0",{"id":303,"title":304,"body":305,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":309,"navigation":96,"path":310,"seo":311,"slug":312,"sourceFile":93,"stem":313,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":314,"__hash__":315},"helpArticles\u002Fhelp\u002Farticles\u002Femail-assessment.md","What happens when I send an assessment via email? What is the patient experience like?",{"type":8,"value":306,"toc":307},[],{"title":86,"searchDepth":78,"depth":78,"links":308},[],{},"\u002Fhelp\u002Farticles\u002Femail-assessment",{"title":304,"description":93},"email-assessment","help\u002Farticles\u002Femail-assessment","2025-06-24T16:56:30Z","wzzwWqd99QQ_owjRvLP_4ksOvFy44_7zMXh-OEPze0w",{"id":5,"title":6,"body":317,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":369,"navigation":96,"path":97,"seo":370,"slug":99,"sourceFile":93,"stem":100,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":102,"__hash__":103},{"type":8,"value":318,"toc":365},[319,321,323,339,341,349,359,363],[11,320,13],{},[15,322,18],{"id":17},[20,324,325,329,333,335],{},[23,326,25,327,30],{},[27,328,29],{},[23,330,33,331],{},[27,332,36],{},[23,334,39],{},[23,336,42,337],{},[27,338,45],{},[15,340,49],{"id":48},[20,342,343,347],{},[23,344,54,345],{},[27,346,57],{},[23,348,60],{},[62,350,351,353,355,357],{},[23,352,66],{},[23,354,69],{},[23,356,72],{},[23,358,75],{},[20,360,361],{"start":78},[23,362,81],{},[11,364,84],{},{"title":86,"searchDepth":78,"depth":78,"links":366},[367,368],{"id":17,"depth":89,"text":18},{"id":48,"depth":89,"text":49},{},{"title":6,"description":93},{"id":372,"title":373,"body":374,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":410,"navigation":96,"path":411,"seo":412,"slug":413,"sourceFile":93,"stem":414,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":415,"__hash__":416},"helpArticles\u002Fhelp\u002Farticles\u002Fpatient-profile.md","What information is available on the patient profile?",{"type":8,"value":375,"toc":407},[376,383,387,404],[11,377,378,379,382],{},"The ",[27,380,381],{},"Patient Profile"," in HiBoop is where you can view and manage all patient-specific information, including assessment history and care progress.",[15,384,386],{"id":385},"the-patient-profile-includes","The Patient Profile includes:",[62,388,389,392,395,398,401],{},[23,390,391],{},"Demographic information",[23,393,394],{},"Condition severity scores",[23,396,397],{},"Assessment results over time",[23,399,400],{},"Access to individual question responses",[23,402,403],{},"Program schedules and delivery status",[11,405,406],{},"This page serves as your go-to source for monitoring patient engagement, reviewing data, and preparing for sessions or documentation.",{"title":86,"searchDepth":78,"depth":78,"links":408},[409],{"id":385,"depth":89,"text":386},{},"\u002Fhelp\u002Farticles\u002Fpatient-profile",{"title":373,"description":93},"patient-profile","help\u002Farticles\u002Fpatient-profile","2025-06-30T17:54:44Z","IQrbXtz7iuDIAbcsLgIl-iSXwdGniuEvi5bl9bBEBH0",{"id":418,"title":419,"body":420,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":483,"navigation":96,"path":484,"seo":485,"slug":486,"sourceFile":93,"stem":487,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":488,"__hash__":489},"helpArticles\u002Fhelp\u002Farticles\u002Frequire.md","How do I make an assessment required?",{"type":8,"value":421,"toc":479},[422,429,433,453,457,474],[11,423,424,425,428],{},"When issuing an assessment in HiBoop, you have the option to mark it as ",[27,426,427],{},"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.",[15,430,432],{"id":431},"when-to-use-this-feature","When to use this feature",[62,434,435,441,447],{},[23,436,437,438],{},"Your clinic has a ",[27,439,440],{},"standardized intake protocol",[23,442,443,444],{},"You need a specific assessment for ",[27,445,446],{},"insurance, funding, or compliance",[23,448,449,450],{},"You want to ",[27,451,452],{},"ensure consistency across clinicians or programs",[15,454,456],{"id":455},"how-to-make-an-assessment-required","How to make an assessment required",[20,458,459,464,471],{},[23,460,25,461,463],{},[27,462,381],{}," and select the schedule (Intake, Check In, Discharge) that you would like to edit",[23,465,466,467,470],{},"Under ",[27,468,469],{},"Required Assessments",", select the assessment(s) you want to always include",[23,472,473],{},"Save the schedule",[159,475,476],{},[11,477,478],{},"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":86,"searchDepth":78,"depth":78,"links":480},[481,482],{"id":431,"depth":89,"text":432},{"id":455,"depth":89,"text":456},{},"\u002Fhelp\u002Farticles\u002Frequire",{"title":419,"description":93},"require","help\u002Farticles\u002Frequire","2025-06-30T17:53:16Z","CKDWFojPD-hPUBtyKDaelhizE-djozCD-Ayba0Xpk-Q",{"id":491,"title":492,"body":493,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":514,"navigation":96,"path":515,"seo":516,"slug":517,"sourceFile":93,"stem":518,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":519,"__hash__":520},"helpArticles\u002Fhelp\u002Farticles\u002Fschedule.md","How do I schedule an assessment for the future?",{"type":8,"value":494,"toc":512},[495,498,506],[11,496,497],{},"When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.",[62,499,500,503],{},[23,501,502],{},"If email is selected as the delivery method, the assessment will be sent automatically on that date.",[23,504,505],{},"If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.",[11,507,508],{},[509,510,511],"em",{},"A calendar feature will soon be available to help track upcoming assessments.",{"title":86,"searchDepth":78,"depth":78,"links":513},[],{},"\u002Fhelp\u002Farticles\u002Fschedule",{"title":492,"description":93},"schedule","help\u002Farticles\u002Fschedule","2025-05-21T18:17:21Z","aEon8Mxj42KgzAGzSkGxoRjurzgBn7kw8wvn9eU30lk",{"id":522,"title":523,"body":524,"category":91,"categoryTitle":92,"description":93,"extension":94,"meta":662,"navigation":96,"path":663,"seo":664,"slug":665,"sourceFile":93,"stem":666,"subcategory":93,"subcategoryTitle":93,"type":101,"updatedAt":667,"__hash__":668},"helpArticles\u002Fhelp\u002Farticles\u002Fschedules.md","What are 'Schedules' and 'Programs' in HiBoop?",{"type":8,"value":525,"toc":655},[526,532,536,565,570,573,576,580,606,620,624,631,635],[11,527,528,529,531],{},"A ",[27,530,517],{}," acts as a structured care plan for patient assessments across time.",[15,533,535],{"id":534},"types-of-schedules","Types of schedules",[62,537,538,543,548,553,559],{},[23,539,540,542],{},[27,541,66],{}," – Initial assessment before treatment",[23,544,545,547],{},[27,546,69],{}," – Ongoing check-ins during care",[23,549,550,552],{},[27,551,72],{}," – End-of-treatment measurement",[23,554,555,558],{},[27,556,557],{},"Post-Care"," – Optional follow-up (e.g., 1 month later)",[23,560,561,564],{},[27,562,563],{},"Custom"," – Build your own schedule from scratch",[159,566,567],{},[11,568,569],{},"Schedules help standardize care and simplify progress tracking across time points.",[15,571,492],{"id":572},"how-do-i-schedule-an-assessment-for-the-future",[11,574,575],{},"Future-dated assessments can be scheduled in just a few clicks.",[15,577,579],{"id":578},"steps","Steps:",[20,581,582,586,589,599],{},[23,583,25,584],{},[27,585,381],{},[23,587,588],{},"Click on a schedule type or “Create Schedule”",[23,590,591,592,595,596],{},"In ",[27,593,594],{},"Assessment Details",", select a ",[27,597,598],{},"future date",[23,600,601,602,605],{},"Choose your ",[27,603,604],{},"delivery method",":",[62,607,608,614],{},[23,609,610,613],{},[27,611,612],{},"Email",": Assessment is sent automatically on the selected date",[23,615,616,619],{},[27,617,618],{},"In-Person or Clinician Portal",": Requires manual launch by provider",[15,621,623],{"id":622},"can-i-create-a-multi-step-program","Can I create a multi-step program?",[11,625,626,627,630],{},"Yes. You can create ",[27,628,629],{},"programs"," to structure recurring assessments over time.",[15,632,634],{"id":633},"how-to-build-a-program","How to build a program",[20,636,637,643,649,652],{},[23,638,639,640],{},"Choose how many times the patient should be assessed\n",[509,641,642],{},"Example: 7x over 6 weeks (intake, 5 weekly check-ins, discharge, follow-up)",[23,644,645,646],{},"Define time intervals between assessments\n",[509,647,648],{},"Weekly, biweekly, custom dates",[23,650,651],{},"Select your preferred assessments and delivery methods",[23,653,654],{},"Save and apply to patients as needed",{"title":86,"searchDepth":78,"depth":78,"links":656},[657,658,659,660,661],{"id":534,"depth":89,"text":535},{"id":572,"depth":89,"text":492},{"id":578,"depth":89,"text":579},{"id":622,"depth":89,"text":623},{"id":633,"depth":89,"text":634},{},"\u002Fhelp\u002Farticles\u002Fschedules",{"title":523,"description":93},"schedules","help\u002Farticles\u002Fschedules","2025-06-26T20:14:37Z","bGw_L_3Ci1BswbiW3RiTetlPB88AI4B8WPVYPpIdSTs",1792861816240]