What are 'Schedules' and 'Programs' in HiBoop?

In HiBoop, each assessment you send is a session. A program is a reusable plan of sessions over time.

Session labels

Every session has a label. Labels belong to one of four types:

• Intake: the first assessment, to set a baseline
• Check-In: progress updates during care
• Discharge: the last assessment before a client leaves care
• Follow-up: check-ins after care ends

Your clinic can rename these labels or add more of each type. See How do I rename my session labels.

Labels keep sessions consistent, so you can compare a client's Intake with their Discharge in reports.

How do I schedule an assessment for the future?

1. Open the client and click the Assessments tab.
2. Click Add Assessment, or open an existing session.
3. Set the Due Date.
4. Choose the Delivery Method:
   • Email: set a future Send Date. HiBoop sends the link on that date.
   • Mobile Device (QR), Clinician Mode or Same Device: you start the session when the client is with you.
5. Click Save.

Can I create a multi-step program?

Yes. A program template plans every session for you, for example an Intake, a Check-In every two weeks and a Discharge.

How to build a program

1. In the left-hand menu, open Settings and click Programs.
2. Click Create Program and give it a Program Name.
3. Click Add Session for each session. Set its Due Date in day(s) from the start, add the assessments, and choose Schedule Email or In Person.
4. Click Save.

To use it, choose the program when you add a client, or click Add Program on a client's Assessments tab. See How do I add program templates? for every option.