There are two options for adding Treatment Plans to your client profiles:
Generate a Treatment Plan within Blueprint
Upload an existing Treatment Plan to Blueprint
⚙️ Option 1: Generate a Treatment Plan in Blueprint
This option is best if you want an editable, integrated plan that works with Blueprint’s documentation tools.
From the client's profile, click the "Treatment Plan" tab
Within the Treatment Plan box, click "Generate"
Once the Treatment Plan has finished generating, click "Review & Accept"
Review the Treatment Plan and make any changes you see fit, as well as fill in any areas needed such as the "Diagnosis" and "Focus of Treatment"
When you're ready, click "Save & Accept"
💡 It may take a couple minutes for the Treatment Plan to generate. You'll know that it's complete when the text within the Treatment Plan box switches from "Generating a treatment plan that can be incorporated into future notes" to "Review and Accept"
⬆️ Option 2: Upload an existing Treatment Plan
If you already have a Treatment Plan saved elsewhere (e.g., a PDF from your EHR), you can upload it directly.
From the client's profile, click the "Treatment Plan" tab
Within the Treatment Plan box, click "Upload your own"
Select the file from your computer
💡 It may take a couple minutes for the file to fully upload. You'll know that it's complete when the text within the Treatment Plan box switches from "Uploading your Treatment Plan" to "View Treatment Plan"
Note: Uploaded PDFs are view-only in Blueprint. To make changes to the Treatment Plan, you’ll need to delete the file and upload a new one.
FAQ
What's the difference between uploaded Treatment Plans and Blueprint-generated Treatment Plans?
What's the difference between uploaded Treatment Plans and Blueprint-generated Treatment Plans?
Uploading your own Treatment Plan allows you to maintain personalized approaches tailored to your client's needs, while Blueprint-generated plans offer structured, data-driven goals and objectives, as well as interventions.
How do I edit a Treatment Plan after it's been created?
How do I edit a Treatment Plan after it's been created?
Blueprint-generated Treatment Plans: From the client's "Tx Plan & Discharge" tab, click View then Edit
Uploaded Treatment Plans: Delete the file and upload a new one.
For step-by-step instructions on how to edit a Treatment Plan, check out: Edit an existing Treatment Plan