This article contains step-by-step instructions on how to navigate to a client's profile and access their basic information, prior Sessions, Progress Notes, and Treatment Plans.
Important Notes
Once a Progress Note is deleted there is no way to access it again within Blueprint. Make sure to copy the contents of the Progress Note to your EHR before deleting it from Blueprint.
How to access Progress Notes from client's prior sessions
Navigate to the client's profile
Click the Sessions tab
Click View Progress Note for whichever note is needed
FAQ
Q: How do I navigate to my client's profile?
A: Search for the client by name using the magnifying glass in the upper-left corner of Blueprint. Alternatively, click Client List at the top-middle of Blueprint to see a list of all clients, then click the client's name.
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