Welcome to Blueprint! 💙 We are thrilled to have you join the Blueprint community and begin using data to enhance treatment.
In this article we've outlined 5 pointers to quickly get familiar with Blueprint.
Click any of the index links below to jump ahead!
Index:
Step 3: Begin enrolling real Clients 🤩
Permissions
Who can complete this quick start guide?
✅ Clinician: Can create their own Clients.
✅ Supervisor: Can create Clients for any Clinician.
❌ Biller: Billing roles alone do not have access to create or access any Client profiles.
✅ Admin: Can create Clients for any Clinician.
Important Notes
A Blueprint account is required for the steps in this article. To create an account, you must have received an invitation to sign up via email.
Workflows may differ; these steps are based on the most common workflows, use, and access to Blueprint. Check with your clinic's supervisor or admin with any questions about how your clinic specifically uses Blueprint.
1. Enroll yourself as a test Client 🤓
Enrolling yourself as a test Client is a fantastic way to learn how to enroll Clients and to get a glimpse into what the experience looks like from the Client's perspective.
📚 Resources:
💡 Bonus Tips:
- We recommend using your own personal email address and phone number on your test Client's profile, as well as name that clearly shows it's a test Client, such as "Amanda Demo".
2. Get familiar with your default Assessments 📝
Each clinic using Blueprint has a defined Assessment (or bundle of Assessments) that are assigned to Clients at enrollment by default.
When you enroll a new Client, you can choose to stick with the defaults, or choose different/additional Assessments based on the Client's needs.
📚 Resources:
- To learn more about the Assessments available in Blueprint, check out our Assessment Library under the Resources tab!
💡 Bonus Tips:
- Most clinics have the Blueprint Diagnostic Screener for Clients 13 years old and older and the Pediatric Symptom Checklist for Clients 12 years old and younger set as their default Assessments, but we recommend checking with your clinic's supervisor to confirm what is in place for your clinic specifically.
3. Begin enrolling your real Clients 🤩
A great way to do this in a manageable way is to enroll Clients on Blueprint as you see them in session. This gives space for you to talk to them about Blueprint, explaining to them that you’re using a new tool to help them track their progress.
📚 Resources:
💡 Bonus Tips:
- If Clients are slow to take their first Assessment, remind them to do so at their convenience by sending a reminder!
4. Set your Clients up for success ⭐️
When introducing Blueprint to your Client, we recommend you explain the difference between Assessments and Check-ins, as well as ask them to enable Check-in Notifications in the Blueprint mobile app.
Explaining the difference between Assessments and Check-ins:
Both are measures administered via Blueprint to improve their care.
Assessments are scored, clinically validated measures completed at regular intervals (weekly, bi-weekly, or monthly) to measure treatment progress.
Check-ins are not scored and used more as a self-report completed on a more frequent basis (daily is common).
📚 Resources:
- What's the difference between Assessments, Check-ins and Phone Sensor Data? (Staff)
- What's the difference between Assessments, Check-ins and Phone Sensor Data? (Clients)Enable Check-in Notifications in the Blueprint mobile app:
Because Clients control their own Check-in Notifications (whereas Clinicians control Assessment Notifications), it's highly recommend that you ask your Clients to setup their Check-in Notification schedule in the Blueprint app.
📚 Resources:
💡 Bonus Tips:
- Clients should set Check-in Notifications for a time of day they will easily be able to complete Check-ins and that is the most relevant to their care -- like completing a journal entry at the end of day, for example.
5. Discharge Clients who aren't actively in your care 💤
It's best practice to discharge Clients when they're not actively in your care. If they do come back, you can quickly unarchive them -- all of their data will still be there for you!
Resources:
Additional New User Resources 📚
Our Help Center is constantly growing and has tons of how-to and overview articles! You can access it anytime in the Resources tab within Blueprint, or at help.blueprint-health.com!
We also have downloadable resources specifically created for new users. Feel free to save or print these for yourself and Clients:
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. 💪🏼