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Adjust your Notification Settings
Adjust your Notification Settings

How to customize (turn on or off) email notifications for your Client's Blueprint activity.

Updated over 3 months ago

Alerts and Notifications are alerts delivered to you via email and are initiated by Client activity in Blueprint. As a Blueprint User, you can choose which Alerts and Notifications you'd like to receive.

Currently there are four Notifications you can enable:

  1. Client completes their first Assessment

  2. Client completes any Assessment

  3. Client is transferred to you

  4. Client intake request is received (❗️ Only available for Supervisors and Admins)

And one Alert you can enable:

  1. Safety Net is triggered by any of your Clients


Permissions

Who can edit their Alert and Notification settings?

✅ Clinician: Can access and edit Alerts and Notification Settings for their own Clients.

✅ Supervisor: Can access and edit Alerts and Notification Settings for their own Clients and Client intake requests for all Clients.

Biller: Billing roles alone do not have access any Client profiles and cannot receive Alerts or Notifications.

✅ Admin: Can access and edit Alerts and Notification Settings for their own Clients and Client intake requests for all Clients.


Important Notes

  • Besides the Client intake request Notification (which will be sent when any Client triggers an intake request) all Alerts and Notifications are only sent when they are triggered by one of your assigned Clients.

  • Your Clinic may have a special Safety Net Alert workflow in place. Please check with your Clinic's Admin to clarify.


How to Adjust your Notification Settings

  1. Within Blueprint, click your name in the upper-right corner

  2. Select Alerts & Notifications

  3. Check the boxes for the Notifications you'd like to receive, and uncheck any Notifications you would not like to receive

  4. To add a new Safety Net Alert, click the blue + Add Alert button

  5. Select the Assessment that contains the suicidal ideation question which will trigger the alert

  6. Enter the email address you'd like the Safety Net Alert to be delivered to anytime any of your Clients answers positively to a suicidal ideation question on that Assessment

  7. That's it! 🎉 You will now receive emails when any Alert or Notification is triggered by Client activity in Blueprint.


FAQ

  1. Q: What is an "Intake Request"?

    A: Intake Requests are a way to simplify enrolling a Clinic's Clients onto Blueprint. Typically when a Client starts treatment with a Clinic, they will fill out a registration form of some sort -- we can tap into this form and enroll Clients automatically into Blueprint using the information on the form.

    This integration can come from an existing form the Clinic already uses (like IntakeQ) or we can make a new one (with JotForm). The Clients that fill out these forms will appear in the Pending bucket on the Client List. It is at this point the Notification would be sent to any Staff Members who have it enabled.

    From there, Staff Members with Supervisor or Admin permissions can either accept them by finishing their enrollment or choose to not create a Blueprint profile for the Client by declining them.


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. 💪🏼

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