Blueprint

A guide on all things Blueprint Insurance Billing!

Overview: Insurance Billing

How to export a snapshot of a Client profile or full Assessment results as a PDF.

Download a Client Summary or Assessment Results as a PDF

New to the Claims Report? Start here! This overview will cover the purpose, setup, and intended use of the Claims Report.

Overview: The Claims Report

What to do when your client can't login to Blueprint.

My client can't login

Blueprint is HIPAA compliant. Read more here! 🔒

HIPAA and Blueprint's Privacy Policy

How to quickly access Blueprint from your cell phone or tablet as a Clinician.

Add a Blueprint Clinician "App" to your Mobile Device

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

Adjust your Notification Settings

How to add a clinician to Blueprint in just a few clicks!

Add a User to Blueprint

How to update your Client's name, DOB, email address, phone number, or medical record number.

Update a Client's Phone, Email Address,  Birthdate, or Name

Label and group your clients with Programs!

Overview: Programs

A self-guided clinical training series focused on helping clinicians get the most out of their measurement-informed care practice

Training Module 6: Misconceptions about MIC

Training Module 5: Engaging Clients

Training Module 4: Acting On Results

Training Module 2: Collecting Outcome Measures

Training Module 1: MIC Overview

How to let Clients know you use Blueprint for measurement-informed care by adding a Blueprint badge to your website.

Adding a Blueprint Badge to your Website

Learn how to practice measurement-informed care!

Introduction To Blueprint's Self-Guided Clinical Training Series

Overview: Client Safety Net

Instructions for how to delete a clinician from your Blueprint account.

Delete a User

A walkthrough of managing clinician accounts in Blueprint

Overview: Managing Users in Blueprint

How to see how your client is receiving their Assessment and Check-in reminders.

View a Client's Notification Settings

After you've received an invitation to sign up for Blueprint, it's quick and easy to create your account!

Create Your Blueprint Account

The purpose of Participants, the difference between Participants and Clients, and more!

Participants: Overview

How to transfer a Client from one clinician to another.

Transfer a Client to a Different User

Overview: Clinician Dashboard

Sessions: Overview

General

Back to Blueprint

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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