In this article we'll discuss the purpose of Workflows, how you can create them, customize them, and more!
Important Notes
Workflows are an organization-wide setting. Any Workflows published will apply to all clients enrolled at your organization.
Permissions
Who can view, create, and edit Workflows?
✅ Clinician: Can view their clinic's Workflows.
✅ Supervisor: Can view, create, and edit their clinic's Workflows.
❌ Biller: Biller roles alone do not have access their clinic's Workflows
✅ Admin: Can view, create, and edit their clinic's Workflows.
What are Workflows?
Workflows is a feature that enables Users to create custom, automated actions within Blueprint based on key events (Triggers) that happen throughout the client's care journey.
What can Workflows be used for?
Workflows can be used for many things such as:
automatically show clients a Safety Net if they submit an Assessment in which they responded to a question that indicates they are experiencing suicidal ideation
automatically assign clients specific Worksheets based on their total score on a specific Assessment
recommend specific Interventions to deliver to client, based on the client's total score change for a specific Assessment since the last time they completed it
and much more!
How to create a new Workflow
Creating a Workflow consists of selecting a Trigger and an Action.
Navigate to the Settings page by clicking your name in the upper right corner of Blueprint and choose Workflows
Click the blue Create Workflow button
Give the Workflow a name and description (which can be edited at anytime), then click Create Workflow
You'll immediately be prompted to select a Trigger. (Currently the only Trigger available is "Assessment Submitted" -- more coming soon!)
Select the Assessment you'd like to base the Workflow on
Add an optional filter, then click Save.
💡 If you don't add a filter, the Workflow will be triggered simply by a Client submitting the Assessment, regardless of their responses or score.
Click the + button below the Trigger card to add an Action
Select an Action from the drop-down and set related options if applicable and click Save
Add any other Actions you'd like
Set the Workflow live for your clinic by switching the toggle from Draft to Published in the upper right corner
Triggers
A Trigger is the action that causes the Workflow to begin.
Trigger Name | Explanation |
Assessment Submitted | When a client submits the indicated Assessment |
A Filter is the condition that the Trigger must meet for the Workflow to progress to the Action.
Trigger Filter Name | Workflow will proceed to Action when... |
Question/Answer | A client selects a certain answer to a specific question on the Trigger Assessment that matches the defined Filter answer(s). |
Total Score | A client's total score for the Trigger Assessment meets the defined values.
Values (possible scores) populate automatically based on the selected Trigger Assessment. |
Point Change | The amount that a client's total score has changed for the Trigger Assessment meets the defined values.
Values (possible point changes) populate automatically based on the selected Trigger Assessment.
Operators (parameters) include:
Reference score includes:
|
Percent Change | The amount that a client's total score has changed for the Trigger Assessment meets the defined values.
Values (possible percentage change) populate automatically based on the selected Trigger Assessment.
Operators (parameters) include:
Reference score includes:
|
Actions
Actions are just that -- the actions that occur automatically when a Trigger has occurred.
Action applies to | Action Name | Definition |
Client | Assign Assessment | The selected Assessment will be assigned to the client immediately and delivered on their Next Assessment Date. |
Client | Assign Symptom Tracker | The selected Symptom Tracker will be assigned to the client, immediately available to them in the Check-in section of the Blueprint mobile app and client website. |
Client | Assign Worksheet | The selected Worksheet will be assigned to the client, immediately available to them in the Check-in section of the Blueprint mobile app and client website. |
Client | Mark as High Risk | Toggles on the High Risk flag on the client's profile. |
Client | Send Notification | An email and text will be sent to the client prompting to review their Safety Net. |
Client | Show Safety Net | The client will be prompted to review their Safety Net within the Blueprint mobile app and client website. |
Clinician | Recommend Intervention | The selected Intervention will be shown as recommended on the client's profile Summary page. |
Clinician | Send Email | An email will be sent to the defined recipient notifying them that a client has activated this Trigger.
Options include Primary Clinician, All assigned Clinicians, or any other email address. |
FAQ
Q: Can I create a Workflow just for my own clients?
A: No, currently Workflows are an organization-wide setting.
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