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Overview: Automated Progress Notes
Overview: Automated Progress Notes

Step-by-step guidance on how to use Blueprint in session to automatically generate progress notes.

Updated over a week ago

In this article we'll discuss what Automated Progress Notes are, the logic Blueprint uses generate them, Blueprint with your clients.


Overview

With Blueprint, you can record audio from your sessions with your client and use that audio to automatically generate progress notes, saving you hours of manual documentation!


How to generate progress notes using the AI Notetaker with only Documentation Automation Plan

  1. Click Start Session in the upper right corner of the Dashboard

  2. Find the client in the client list or add a new client

  3. Click the Start Recording button and conduct the session with your client

  4. When the session is complete, click End Session

  5. You'll immediately be brought to the Session Recap page where you can edit or copy the progress notes that were generated then paste them into your EHR. Come back to the Session Recap page anytime to access the notes!


FAQ

  1. Q: Is Blueprint secure and private?

    A: Yes, it is! Blueprint is HIPAA compliant and SOC-2 Type 2 Certified, which means we go through an annual audit on all of our data security practices and systems which is reviewed by a third-party auditor.

  2. Q: What happens to the recording after the Session has ended and the recording has stopped?

    A: We take a privacy-first approach by automatically deleting all recordings after the Note, Session summary, and transcripts (if enabled) have been generated, which means the recording no longer exists on our platform, thus making it more secure than most other AI Notetaker platforms in market.


    After the recording is processed, we produce a few artifacts:

    1. A transcription of the recording: you can choose to keep these or delete these. If you choose to delete them, you will lose access to certain functionality that relies on this transcript, such as our Magic Edit feature, which uses AI to re-generate a note based on your feedback.

    2. A summary of the Session: you can choose to keep or delete these as well. This includes a clinician-facing summary and a client-facing summary that you can optionally send to clients after a Session.

    3. Clinical Note: this is of course the key artifact, which you can edit/copy/paste into your EHR once generated.


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