Did your Client get a new email address? Is there a typo in their name? No problem! You can update your Client's details such as name, email address, phone number, date of birth, or medical record number anytime from within their file.
Permissions
✅ Clinician: Can access their own Clients
✅ Supervisor: Can access all Clients
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can access all Clients
Important Notes
Clients login to the Blueprint app with an email address -- they will always need to use whatever email address is actively listed on their file to login
How to Edit Client Details
Navigate to the Client's profile
Go into their Client & Participant's tab
Make desired changes
Click Save
We're here for you!
Do you have follow-up questions? We're here and happy to help!
Send us an email at help@blueprint-health.com or use the help messenger in the lower right corner to speak with our Support team. 💪🏼