[{"data":1,"prerenderedAt":582},["ShallowReactive",2],{"help-article-en-schedule":3,"help-category-en-patients":48},{"article":4,"fallback":47},{"id":5,"title":6,"body":7,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":38,"navigation":39,"path":40,"seo":41,"slug":42,"sourceFile":36,"stem":43,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":45,"__hash__":46},"helpArticles\u002Fhelp\u002Farticles\u002Fschedule.md","How do I schedule an assessment for the future?",{"type":8,"value":9,"toc":30},"minimark",[10,14,24],[11,12,13],"p",{},"When issuing an assessment from the Patient Profile, select a future date in the Assessment Details section.",[15,16,17,21],"ul",{},[18,19,20],"li",{},"If email is selected as the delivery method, the assessment will be sent automatically on that date.",[18,22,23],{},"If in-person (QR code) or clinician portal is selected, the provider must administer the assessment manually.",[11,25,26],{},[27,28,29],"em",{},"A calendar feature will soon be available to help track upcoming assessments.",{"title":31,"searchDepth":32,"depth":32,"links":33},"",3,[],"patients","Patient Management",null,"md",{},true,"\u002Fhelp\u002Farticles\u002Fschedule",{"title":6,"description":36},"schedule","help\u002Farticles\u002Fschedule","helpArticle","2025-05-21T18:17:21Z","aEon8Mxj42KgzAGzSkGxoRjurzgBn7kw8wvn9eU30lk",false,[49,125,171,205,219,296,342,415,434],{"id":50,"title":51,"body":52,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":118,"navigation":39,"path":119,"seo":120,"slug":121,"sourceFile":36,"stem":122,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":123,"__hash__":124},"helpArticles\u002Fhelp\u002Farticles\u002Fadd-patient.md","How do I add a patient to HiBoop?",{"type":8,"value":53,"toc":114},[54,57,62,82,93,103,108],[11,55,56],{},"Once your clinic account is active, adding patients to HiBoop is quick and easy.",[58,59,61],"h2",{"id":60},"steps-to-add-a-patient","Steps to add a patient",[63,64,65,73,79],"ol",{},[18,66,67,68,72],{},"Navigate to the ",[69,70,71],"strong",{},"Patients"," page",[18,74,75,76],{},"Click ",[69,77,78],{},"“Add a Patient”",[18,80,81],{},"Enter:",[15,83,84,87,90],{},[18,85,86],{},"First name",[18,88,89],{},"Last name",[18,91,92],{},"Email address (used for assessment delivery)",[63,94,96],{"start":95},4,[18,97,98,99,102],{},"(Optional) Proceed to ",[69,100,101],{},"issue an assessment"," promptly",[15,104,105],{},[18,106,107],{},"Select a delivery method - Email, in-person via QR code, or clinician view",[109,110,111],"blockquote",{},[11,112,113],{},"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":31,"searchDepth":32,"depth":32,"links":115},[116],{"id":60,"depth":117,"text":61},2,{},"\u002Fhelp\u002Farticles\u002Fadd-patient",{"title":51,"description":36},"add-patient","help\u002Farticles\u002Fadd-patient","2025-06-26T20:27:14Z","wpIkw08dVJGbJMGk9_lmAiuGB1sZuV9banPgBZpIuic",{"id":126,"title":127,"body":128,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":164,"navigation":39,"path":165,"seo":166,"slug":167,"sourceFile":36,"stem":168,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":169,"__hash__":170},"helpArticles\u002Fhelp\u002Farticles\u002Fdelivery.md","What delivery methods are available?",{"type":8,"value":129,"toc":162},[130,133,136,141,144,149,152,157],[11,131,132],{},"HiBoop supports three flexible options for delivering assessments:",[11,134,135],{},"**Email: **Sends a secure link directly to the patient",[15,137,138],{},[18,139,140],{},"Best for remote\u002Fvirtual clients and follow-up assessments",[11,142,143],{},"**In-person (QR code): **Displays a scannable QR code",[15,145,146],{},[18,147,148],{},"Best for in-clinic use on phone or tablet",[11,150,151],{},"**Clinician Portal: **Clinician completes the assessment with or on behalf of the patient",[15,153,154],{},[18,155,156],{},"Best for assisted care or tech-limited clients",[109,158,159],{},[11,160,161],{},"All methods are HIPAA\u002FPIPEDA compliant and include automated reminders for email deliveries.",{"title":31,"searchDepth":32,"depth":32,"links":163},[],{},"\u002Fhelp\u002Farticles\u002Fdelivery",{"title":127,"description":36},"delivery","help\u002Farticles\u002Fdelivery","2025-06-26T20:24:55Z","K6y0z0Pj4FmsOw2Sk1_dpsp3TzPhS8gn-5r1DJ-nbYs",{"id":172,"title":173,"body":174,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":198,"navigation":39,"path":199,"seo":200,"slug":201,"sourceFile":36,"stem":202,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":203,"__hash__":204},"helpArticles\u002Fhelp\u002Farticles\u002Fdemographics.md","What demographic information is collected?",{"type":8,"value":175,"toc":196},[176,179],[11,177,178],{},"HiBoop collects:",[15,180,181,184,187,190,193],{},[18,182,183],{},"Name & email",[18,185,186],{},"Job Industry",[18,188,189],{},"Substance use history",[18,191,192],{},"Existing diagnoses",[18,194,195],{},"Current medications",{"title":31,"searchDepth":32,"depth":32,"links":197},[],{},"\u002Fhelp\u002Farticles\u002Fdemographics",{"title":173,"description":36},"demographics","help\u002Farticles\u002Fdemographics","2025-06-24T16:34:55Z","Jkv9yNTHOuMscIbyWb5HisbmqLj6KrhmDVfomYZ32l0",{"id":206,"title":207,"body":208,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":212,"navigation":39,"path":213,"seo":214,"slug":215,"sourceFile":36,"stem":216,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":217,"__hash__":218},"helpArticles\u002Fhelp\u002Farticles\u002Femail-assessment.md","What happens when I send an assessment via email? What is the patient experience like?",{"type":8,"value":209,"toc":210},[],{"title":31,"searchDepth":32,"depth":32,"links":211},[],{},"\u002Fhelp\u002Farticles\u002Femail-assessment",{"title":207,"description":36},"email-assessment","help\u002Farticles\u002Femail-assessment","2025-06-24T16:56:30Z","wzzwWqd99QQ_owjRvLP_4ksOvFy44_7zMXh-OEPze0w",{"id":220,"title":221,"body":222,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":289,"navigation":39,"path":290,"seo":291,"slug":292,"sourceFile":36,"stem":293,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":294,"__hash__":295},"helpArticles\u002Fhelp\u002Farticles\u002Fissue.md","How do I issue an assessment?",{"type":8,"value":223,"toc":285},[224,227,231,251,255,266,280],[11,225,226],{},"You can issue an assessment to any patient, new or existing, right from their profile or during intake.",[58,228,230],{"id":229},"for-new-patients","For new patients",[63,232,233,238,242,245],{},[18,234,235,236,72],{},"Go to the ",[69,237,71],{},[18,239,75,240],{},[69,241,78],{},[18,243,244],{},"Enter their details",[18,246,247,248],{},"Select ",[69,249,250],{},"“Issue an Assessment”",[58,252,254],{"id":253},"for-existing-patients","For existing patients",[63,256,257,263],{},[18,258,259,260],{},"Open the patient’s ",[69,261,262],{},"profile",[18,264,265],{},"Click one of the available schedule types:",[15,267,268,271,274,277],{},[18,269,270],{},"Intake",[18,272,273],{},"Follow-Up",[18,275,276],{},"Discharge",[18,278,279],{},"Create Custom Schedule",[63,281,282],{"start":32},[18,283,284],{},"Customize the assessment settings and delivery method",{"title":31,"searchDepth":32,"depth":32,"links":286},[287,288],{"id":229,"depth":117,"text":230},{"id":253,"depth":117,"text":254},{},"\u002Fhelp\u002Farticles\u002Fissue",{"title":221,"description":36},"issue","help\u002Farticles\u002Fissue","2025-06-26T20:26:05Z","S8Tu6XLpC6jmuQjhKXHnwYagDWwZ3g0sDiQZPGiu7IM",{"id":297,"title":298,"body":299,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":335,"navigation":39,"path":336,"seo":337,"slug":338,"sourceFile":36,"stem":339,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":340,"__hash__":341},"helpArticles\u002Fhelp\u002Farticles\u002Fpatient-profile.md","What information is available on the patient profile?",{"type":8,"value":300,"toc":332},[301,308,312,329],[11,302,303,304,307],{},"The ",[69,305,306],{},"Patient Profile"," in HiBoop is where you can view and manage all patient-specific information, including assessment history and care progress.",[58,309,311],{"id":310},"the-patient-profile-includes","The Patient Profile includes:",[15,313,314,317,320,323,326],{},[18,315,316],{},"Demographic information",[18,318,319],{},"Condition severity scores",[18,321,322],{},"Assessment results over time",[18,324,325],{},"Access to individual question responses",[18,327,328],{},"Program schedules and delivery status",[11,330,331],{},"This page serves as your go-to source for monitoring patient engagement, reviewing data, and preparing for sessions or documentation.",{"title":31,"searchDepth":32,"depth":32,"links":333},[334],{"id":310,"depth":117,"text":311},{},"\u002Fhelp\u002Farticles\u002Fpatient-profile",{"title":298,"description":36},"patient-profile","help\u002Farticles\u002Fpatient-profile","2025-06-30T17:54:44Z","IQrbXtz7iuDIAbcsLgIl-iSXwdGniuEvi5bl9bBEBH0",{"id":343,"title":344,"body":345,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":408,"navigation":39,"path":409,"seo":410,"slug":411,"sourceFile":36,"stem":412,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":413,"__hash__":414},"helpArticles\u002Fhelp\u002Farticles\u002Frequire.md","How do I make an assessment required?",{"type":8,"value":346,"toc":404},[347,354,358,378,382,399],[11,348,349,350,353],{},"When issuing an assessment in HiBoop, you have the option to mark it as ",[69,351,352],{},"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.",[58,355,357],{"id":356},"when-to-use-this-feature","When to use this feature",[15,359,360,366,372],{},[18,361,362,363],{},"Your clinic has a ",[69,364,365],{},"standardized intake protocol",[18,367,368,369],{},"You need a specific assessment for ",[69,370,371],{},"insurance, funding, or compliance",[18,373,374,375],{},"You want to ",[69,376,377],{},"ensure consistency across clinicians or programs",[58,379,381],{"id":380},"how-to-make-an-assessment-required","How to make an assessment required",[63,383,384,389,396],{},[18,385,235,386,388],{},[69,387,306],{}," and select the schedule (Intake, Check In, Discharge) that you would like to edit",[18,390,391,392,395],{},"Under ",[69,393,394],{},"Required Assessments",", select the assessment(s) you want to always include",[18,397,398],{},"Save the schedule",[109,400,401],{},[11,402,403],{},"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":31,"searchDepth":32,"depth":32,"links":405},[406,407],{"id":356,"depth":117,"text":357},{"id":380,"depth":117,"text":381},{},"\u002Fhelp\u002Farticles\u002Frequire",{"title":344,"description":36},"require","help\u002Farticles\u002Frequire","2025-06-30T17:53:16Z","CKDWFojPD-hPUBtyKDaelhizE-djozCD-Ayba0Xpk-Q",{"id":5,"title":6,"body":416,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":432,"navigation":39,"path":40,"seo":433,"slug":42,"sourceFile":36,"stem":43,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":45,"__hash__":46},{"type":8,"value":417,"toc":430},[418,420,426],[11,419,13],{},[15,421,422,424],{},[18,423,20],{},[18,425,23],{},[11,427,428],{},[27,429,29],{},{"title":31,"searchDepth":32,"depth":32,"links":431},[],{},{"title":6,"description":36},{"id":435,"title":436,"body":437,"category":34,"categoryTitle":35,"description":36,"extension":37,"meta":575,"navigation":39,"path":576,"seo":577,"slug":578,"sourceFile":36,"stem":579,"subcategory":36,"subcategoryTitle":36,"type":44,"updatedAt":580,"__hash__":581},"helpArticles\u002Fhelp\u002Farticles\u002Fschedules.md","What are 'Schedules' and 'Programs' in HiBoop?",{"type":8,"value":438,"toc":568},[439,445,449,478,483,486,489,493,519,533,537,544,548],[11,440,441,442,444],{},"A ",[69,443,42],{}," acts as a structured care plan for patient assessments across time.",[58,446,448],{"id":447},"types-of-schedules","Types of schedules",[15,450,451,456,461,466,472],{},[18,452,453,455],{},[69,454,270],{}," – Initial assessment before treatment",[18,457,458,460],{},[69,459,273],{}," – Ongoing check-ins during care",[18,462,463,465],{},[69,464,276],{}," – End-of-treatment measurement",[18,467,468,471],{},[69,469,470],{},"Post-Care"," – Optional follow-up (e.g., 1 month later)",[18,473,474,477],{},[69,475,476],{},"Custom"," – Build your own schedule from scratch",[109,479,480],{},[11,481,482],{},"Schedules help standardize care and simplify progress tracking across time points.",[58,484,6],{"id":485},"how-do-i-schedule-an-assessment-for-the-future",[11,487,488],{},"Future-dated assessments can be scheduled in just a few clicks.",[58,490,492],{"id":491},"steps","Steps:",[63,494,495,499,502,512],{},[18,496,235,497],{},[69,498,306],{},[18,500,501],{},"Click on a schedule type or “Create Schedule”",[18,503,504,505,508,509],{},"In ",[69,506,507],{},"Assessment Details",", select a ",[69,510,511],{},"future date",[18,513,514,515,518],{},"Choose your ",[69,516,517],{},"delivery method",":",[15,520,521,527],{},[18,522,523,526],{},[69,524,525],{},"Email",": Assessment is sent automatically on the selected date",[18,528,529,532],{},[69,530,531],{},"In-Person or Clinician Portal",": Requires manual launch by provider",[58,534,536],{"id":535},"can-i-create-a-multi-step-program","Can I create a multi-step program?",[11,538,539,540,543],{},"Yes. You can create ",[69,541,542],{},"programs"," to structure recurring assessments over time.",[58,545,547],{"id":546},"how-to-build-a-program","How to build a program",[63,549,550,556,562,565],{},[18,551,552,553],{},"Choose how many times the patient should be assessed\n",[27,554,555],{},"Example: 7x over 6 weeks (intake, 5 weekly check-ins, discharge, follow-up)",[18,557,558,559],{},"Define time intervals between assessments\n",[27,560,561],{},"Weekly, biweekly, custom dates",[18,563,564],{},"Select your preferred assessments and delivery methods",[18,566,567],{},"Save and apply to patients as needed",{"title":31,"searchDepth":32,"depth":32,"links":569},[570,571,572,573,574],{"id":447,"depth":117,"text":448},{"id":485,"depth":117,"text":6},{"id":491,"depth":117,"text":492},{"id":535,"depth":117,"text":536},{"id":546,"depth":117,"text":547},{},"\u002Fhelp\u002Farticles\u002Fschedules",{"title":436,"description":36},"schedules","help\u002Farticles\u002Fschedules","2025-06-26T20:14:37Z","bGw_L_3Ci1BswbiW3RiTetlPB88AI4B8WPVYPpIdSTs",1791793992762]