This guide helps group practice leaders, such as owners, directors, or administrators (often referred to here at Blueprint as the "Group Admin"), set up and manage Blueprint accounts for multiple clinicians. As the Group Admin, you'll be responsible for:
Signing your clinic up for Blueprint and selecting a Plan
Adding clinicians to Blueprint and assigning appropriate permissions
Follow the steps below to ensure a smooth setup. 😎
Step 1: Sign Your Clinic Up for Blueprint
If your clinic hasn't been created in Blueprint yet, sign up here: https://clinician.blueprint.ai/signup/you
Answer the few questions about your organization and click Create Account
Choose a password and license level for yourself and click Set password and login
(If you don't see your type, just choose Other)
That's it! You clinic and your personal login have now been created. By default you have been enrolled in our free "Starter" Plan.
Step 2: Select a Plan
Now that your clinic has been created in Blueprint and you're logged into your account, it's time to select a Plan for your clinic to share.
Click your name in the upper-right corner and click Plans
Click either Choose Standard or Choose Plus depending on which Blueprint features your clinic would like access to (Learn more about Plan details here: Blueprint Plans + Pricing)
Select a Session Tier (This is how many Sessions will be shared across your entire clinic each month)
Add a credit or debit card for your monthly payments
Review your Plan Summary on the right-hand side and click Update Subscription
That's it! Your clinic is now subscribed to a Plan.
💡 Not sure which Plan is best for your clinic? Not to worry, you can change your Plan anytime, and because Plans are automatically upgraded if the Session limit is exceed to avoid service disruption, we recommend starting with a lower Tier if you're uncertain.
Step 3: Invite Clinicians to the Group Practice
Now that your clinic has been created and you've selected a Plan to share across your clinic, it's time to add the other clinicians within your clinic to Blueprint.
Click your name in the upper-right corner, then click Users
Click Invite User
Input the clinician's details and click Submit
First name
Last name
Email address
Acts as the clinician's login username.
Send Invitation
If checked (recommended), clinicians will immediately receive an email inviting them to finish creating their account by setting a password.
If unchecked, you'll need to return back to this page and manually send the invitation when you're ready to invite the clinician to finish creating their account.
Role
Dictates the amount of access the clinician will have.
That's it! If you left the "Send Invitation" option clicked, the clinician will receive an email guiding them to finish their sign up, login, and begin using Blueprint!
What's next? Clinician Signup, Login, and Enrolling Clients
Once clinicians been added to the User list, they can complete their signup via the invitation email, login to Blueprint, then begin adding clients immediately!
Here are instructions that each clinician you've added can follow; feel free to share these steps with them:
Open the invitation email. The subject line should contain "has invited you to join"
Click Accept your invite
Set a password
Select your License Type (Select "Other" if you don't see your license type)
Click Set password and login
That's it! You're now logged into Blueprint and can begin enrolling clients and recording sessions.
Other Settings
As your clinic's Group Admin, feel free to explore other clinic-wide settings, such as Progress Note settings, Plan, and Billing details -- all accessible within your name drop-down in the upper-right corner.
FAQ
I attempted to add a clinician but received an error message. Help!
I attempted to add a clinician but received an error message. Help!
If you encounter an error when inviting a clinician, it's likely that they already have an existing Blueprint account. This happens when clinicians have set up their own individual account or are already part of another group.
Reach out to our support team using the help widget in the lower-right or by emailing help@blueprint.ai to request that we transfer their existing account to your clinic.