Does your Progress Note need a bit of fine-tuning? Perhaps you'd like them written in a more casual tone of voice, or to include direct client quotes?
Quickly tell Blueprint to regenerate the Note according to your needs with Magic Edit! (And optionally, save those edits to Memory so they're automatically applied to future Notes!)
What is "Magic Edit"?
"Magic Edit" is a powerful tool that lives within each Progress Note at Blueprint. It enables you to quickly refine the Notes you've generated.
Occasionally, a Note may need a few adjustments. In those cases, you can instantly give Blueprint specific feedback or instruction (like "make the subjective section longer" or "refer to the client as 'patient'") and Blueprint will automatically re-generate the Note based on your instructions.
Magic Edit instructions can either be single use or saved to "Memory" for future use.
💡 Magic Edit keeps you in control while also saving you time by instantly adjusting the Note according to your needs.
What is "Memory"?
“Memory” enables you to save your Magic Edit instructions so they’re automatically applied to future Progress Notes.
If you find yourself making the same edits repeatedly, you can save those edits to "Memory". Once saved, your edits become instructions that will apply to your future Notes of that specific type (e.g. SOAP, DAP).
You can manage the "Memory" anytime within the Magic Edit panel, located on every Progress Note.
💡 Memory helps you stay consistent across sessions, while saving time and effort.
How to edit a Progress Note with Magic Edit and save your edit to Memory
After a Progress Note has been generated, click the Magic Edit button in the lower-right corner of the Note
In the side panel, type out (in natural language) any changes or preferences you'd like made on the Note. If the edits to automatically apply to all of your future Notes of this specific Note Type, check the box next to Save to Memory for future Notes.
💡 If you're saving Magic Edits to Memory, be sure to avoid using client-specific instructions or PHI. For edits that you only want applied once, to this specific Note, do not check the "Save to Memory" box.
Click the Generate new note button and that's it -- a new version of the Note will generate immediately and the saved edits will automatically apply to all of your future Progress Notes for this specific Note Type. 🎉
💡 Magic Edits do not count towards your Note usage, so feel free to use it whenever necessary to fine-tune your Notes.
How to remove saved preferences from Memory
Navigate to "Memory" by opening any existing Progress Note, then click the Magic Edit button in the lower-right corner of the Note
Click Manage
Click the trash can icon next to any instruction you'd like to remove from Memory or Clear Blueprint's memory to remove all saved edits for that specific Note Type
Click Delete, acknowledging that the change is permanent
And that's it! You can now back out of the Memory panel and leave the Progress Note.
Common Edits
We encourage you to use Magic Edit however you need, but here are some common ways clinicians are using Magic Edit to refine their Notes:
To add more content
"Make subjective section longer"
"Add more objective content"
"Add more interventions"
To remove information
"Remove mention of telehealth"
"Remove risk assessment"
"Remove names"
To change verbiage
"Change 'client' to '[name]'"
"Change patient to 'pt'"
"Change specific terms like 'history' to 'hx'"
To alter interventions
"Be more specific with interventions used"
"Mention other interventions than just CBT"
"Add strengths and growth to the assessment"
FAQ
If I save edits to Memory, will they apply to the other clinicians' Notes within my practice?
If I save edits to Memory, will they apply to the other clinicians' Notes within my practice?
No, Memory is saved on the clinician and Note Type level. The edits you save will only apply to your Notes for that specific Note Type.
Will the edits I saved to Memory apply to every Note Type?
Will the edits I saved to Memory apply to every Note Type?
No, each Note Type (SOAP, DAP, Intake, EMDR, etc) has it's own Memory bank.
For example, if you save an edit on a SOAP Progress Note, it will only be applied to future SOAP Notes.
Do Magic Edits deduct from my a lotted Session usage?
Do Magic Edits deduct from my a lotted Session usage?
No, Magic Edits don't count as another Session used. 🙌
I made changes to my Note but now need to revert it back to the way it was originally generated, is that possible?
I made changes to my Note but now need to revert it back to the way it was originally generated, is that possible?
Yes, you can flip between the various versions of the Note via the version drop-down in the lower-left corner of the Note.