In this article we'll walk through how to enroll a Client on Blueprint step-by-step.
Permissions
Who can enroll Clients on Blueprint?
Product:
❌ Measurement-informed Care (Enrolling Clients for Measurement-Informed Care Plans here!)
✅ Documentation Automation
User Role:
✅ Clinician: Can enroll their own Clients.
✅ Supervisor: Can enroll any Client and assign them to any Staff Member.
✅ Admin: Can enroll any Client and assign them to any Staff Member.
How to enroll a New Client on Blueprint
Click the Record Session button
Click Add a new client
Enter the Client's first name, last name, and date of birth and then click Start Session
And that's it! 🎉 The Client has been added and you're ready to begin the Session.
💡 The next time you record a Session with this Client you can simply click their name in Step #2 instead of adding them.
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Questions? We're here and happy to help! Email us at help@blueprint-health.com or use the help messenger in the lower right corner to speak with our Support team. 💪🏼