Getting Started with HiBoop

This quick-start guide walks you through the essential steps to get up and running, whether you’re a clinician, admin, or part of a clinic onboarding for the first time.

Setting up your account

You’ll receive a welcome email from HiBoop with a link to set your password and log in. If you’re a clinic admin, you’ll be prompted to configure your clinic name, timezone, and initial preferences during first login.

1. Open your welcome email and click the login link
2. Set a password or sign in with Google, Microsoft, or Apple
3. Complete the clinic setup steps if prompted (admins only)

Adding your team

Clinic admins can invite staff and assign roles that control what each person can access.

1. Go to Settings > Team
2. Click Add Staff, enter the staff member’s email, and select a role
3. They’ll receive an invitation email with login instructions

See Managing staff roles for details on role permissions.

Adding your first patient

1. Click Add Patient from the left-hand navigation
2. Enter the patient’s name, email, and any optional details (demographics, intake date, program template)
3. Click Add to create the patient or Add & Open to go directly to their profile

Sending an assessment

Assessments can be delivered three ways: via secure email link, in-clinic QR code or tablet, or completed directly by the clinician.

1. Open the patient’s profile
2. Go to Assessment Schedules and click Add Assessment
3. Choose the schedule type, format, and date, then click Save

Reviewing results

Once a patient completes an assessment, results appear promptly in their chart, including individual scores, severity labels, symptom trends over time, and % change between visits.

How does the assessment flow work?

HiBoop’s assessment form is a smart, dynamic flow, not a static list of tools. It’s built at the moment of delivery based on the patient’s responses, so they only see what’s clinically relevant.

Step 1: Demographic questions

If the patient is new, the form opens with a brief demographic section covering age, gender, sex, cultural background, and relevant risk factors. These appear once at the start of care and can be edited later.

Step 2: Pre-screening

A short clinical pre-screen identifies which symptom domains to explore. When a patient reports a meaningful level of severity on any domain, the corresponding full-length assessment is automatically triggered.

Step 3: Full assessments

Based on pre-screen responses, relevant tools (e.g., GAD-7, PHQ-9, PCL-5) are added automatically and irrelevant ones are skipped. Any assessments marked as required in the schedule always appear, regardless of pre-screen results.

This reduces form fatigue while maintaining high clinical coverage.