In some cases multiple Staff Members need to have access to a Client's profile. In Blueprint, a Client can have as many assigned Clinicians as needed!
Permissions
✅ Clinician: Can access and assign Clinicians to their own Clients.
✅ Supervisor: Can access and assign Clinicians to any Client.
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can access and assign Clinicians to any Client.
Assigning Staff
Navigate to the Clients page within your Blueprint account
Find the Client you wish to transfer and open their profile
Click their blue Actions button towards upper-right the Client Summary
Select Manage Assigned Clinicians
Check the box next to each Staff Member you'd like to have access to this Client
Click Confirm. The Client should now appear in each assigned Clinician's Client List. 🎉
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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. 💪🏼