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Overview: Assist

New to Assist? Start here!

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In this article we'll discuss what Assist is, what it does, and how to start assigning suggested Assessments and Worksheets to your clients.


What is "Assist"?


"Assist" is an AI-powered clinical assistant designed to support therapists at every key stage of their practice.

It streamlines clinical documentation, treatment planning, and administering outcome measures by offering clinical insights and AI-curated Assessments and Worksheets that can be easily administered to clients via email or text — all while therapists maintain full control over their clinical decisions.

⭐️ At-a-glance clinical Insights

  • client life details and "last session you talked about..." reminders

  • up to the minute client progress insights

⭐️ Digital Worksheet and Assessments

  • quickly assign digital outcome measures before, during, or after sessions

  • AI-curated Assessments and Worksheets, based on your client's progress and treatment plan

  • our full Assessment and Worksheet library, always available to manually browse and administer to clients

Read on to see some specific examples of Assist in action!

Assist is included in the Plus plan. Users subscribed to the Standard plan will not have access to Assist features. Learn more: Overview: Blueprint Plans + Pricing


What Does Assist Do?

Assist enhances your workflow with AI-powered suggestions that appear before, during, and after client sessions; it provides therapists with timely, actionable information to optimize your time and focus on client care:

  • Before Session: The "Prep" section help you review key information and prepare for your session with a recap of the last Session, focus areas for this Session, and things you may want to review or complete before beginning the Session.

  • During Session: Instant access to client details, including Assessments and Worksheet results, to support informed in-session decisions.

  • After Session: AI-powered recommendations for Assessments and Worksheets to assign between sessions, aiding in consistent client progress.

  • Anytime: Full access to Blueprint’s library of Assessments and Worksheets, enabling you to choose the best tools for your clients whenever needed.


How to Get Started

  • On the Session page, on the right-hand side you’ll see a "Prep" panel with client details and suggestions for you to review before you begin the session with your client and before recording.

  • During your session recording, you can access relevant Assessment results directly from the session screen on the same panel.

  • After the session, recommendations will appear alongside the generated progress note, offering suggestions for follow-up Assessments or Worksheets.

📚 For in-depth, step-by-step instructions on how to view and assign the AI Assistant's recommended Assessments and Worksheets, check out: Assign Assessments and Worksheets


Sharing feedback and feature requests

We love feedback! The best ways to provide feedback or share feature requests are to:

  • Give a 👍 or 👎 to each Assist suggestion. These ratings are sent to our clinical and product teams and used to refine the AI.

  • Request features and improvements on our feature request board! These submissions go directly to our product team and we'll email you if/when your request is released.

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