The Client List is made up of 5 Client Status buckets; Pending, Awaiting Invite, Invite Sent, In Treatment and Discharged.
In this article we will discuss what each of these segments mean, as well as other notes about the Client List!
Permissions
Who can access the Client List?
✅ Clinician: Can access and assign Assessments to their own Clients.
✅ Supervisor: Can access and assign Assessments to any Client.
❌ Biller: Billing roles alone do not have access any Client profiles.
✅ Admin: Can access and assign Assessments to any Client
Overview
The Client List is made up of 5 buckets, one for each possible Client Status; Pending, Awaiting Invite, Invite Sent, In Treatment and Discharged.
💡 A Client Status is the state of the Client's enrollment in Blueprint.
Client Status | Definition |
Pending | Clients who have been added into Blueprint using an external integration (such as an EHR or IntakeQ) will appear here. |
Awaiting Invite | Clients who have been entered into Blueprint, but their enrollment invitation hasn't been sent yet (the invitation may be scheduled for a future date via Pre-enroll). |
Invite Sent | Clients who have been sent an invitation to enroll in Blueprint but have not yet accepted it will appear here. |
In Treatment | Clients who are fully enrolled and activated (completed their first Assessment) . |
Discharged | Clients who are no longer actively in treatment. |
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