Getting Started with HiBoop

This quick-start guide walks you through the first steps, whether you're a clinician, an admin, or setting up a new clinic.

Setting up your account

If a colleague invited you, you'll get an email from HiBoop with a link to join your clinic. If you're setting up a new clinic, start at hiboop.com/start. See How to create a clinic account.

1. Open your invitation email and click the link.
2. Sign in with Google, Microsoft, an email link, or a new password.
3. New clinics see a Getting Started item in the left-hand menu with the first setup steps.

Adding your team

Clinic admins invite staff and give each person a role that controls what they can access.

1. In the left-hand menu, open Settings and click Staff.
2. Click Add Staff, enter the staff member's name and email, and choose a role.
3. Click Save. They'll get an invitation email.

See Inviting staff, roles & managing your team for role permissions.

Adding your first client

1. Click Patients in the left-hand menu, then Add Patient.
2. Enter the client's first name and email. You can also choose a program and care team.
3. Click Add Patient.

Sending an assessment

You can send an assessment by email, have the client scan a QR code on their own device, hand them your device, or complete it with them in Clinician Mode.

1. Open the client and click the Assessments tab.
2. Click Add Assessment.
3. Add the assessments, set the Due Date, choose the Delivery Method, then click Save.

See Sending assessments.

Reviewing results

When a client completes an assessment, the results appear on their Assessments tab: scores, severity levels, answers to each question, and the change between sessions.

How does the assessment flow work?

A HiBoop session isn't a fixed list of forms. It can adapt to the client's answers, so they spend less time on questions that don't apply.

Step 1: Profile questions

A new client may be asked a few profile questions first, such as date of birth and gender. Your clinic chooses which fields it uses, and staff can edit them later.

Step 2: Prescreen

A short prescreen helps identify which areas to explore further.

Step 3: Full assessments

The assessments you added to the session are always included. With Include Related Assessments on, HiBoop adds scales for related conditions, based on the client's answers and your clinic's preferred assessments.

This keeps sessions short while still covering what matters.