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Private Psychotherapy Notes

A private, clinician-only note for reflections throughout the session.

Updated this week

What are Private Notes?

Private Notes -- also known as psychotherapy notes or process notes -- give clinicians a secure place to capture personal reflections, hypotheses, or process-oriented observations that are not part of the official clinical record.

These notes are:

  • Visible only to the clinician who created them

  • Protected under HIPAA, with added privacy requirements

  • Never shared, exported, or included in Progress Notes

  • Never used by Blueprint’s AI


When Private Notes Are Helpful

Use this space when you want to record:

  • Clinical impressions or hunches you’re not ready to include in official clinical documentation

  • Behind-the-scenes reflections that support your reasoning

  • Process notes about themes, dynamics, or contextual clues

  • Personal reminders for future sessions

Because these notes are fully private, they're excluded from:

  • Client-facing documentation

  • Progress Notes

  • AI

  • EHR syncs


Where Private Notes Appear in Blueprint

Similar to Progress Note, Transcript, and Session Summary, every session you hold within Blueprint has a Private Note. There are two places you can add Private Notes for your clients:

  1. During a session

    On the right-hand Assist panel (during recording or telehealth), you’ll see a "Private Note" tab where you can type live reflections as the session unfolds.

  2. After a session

    Once the session ends, you’ll find the "Private Note" tab alongside Note, Summary, and Transcript on the session page. You can continue editing or adding content at any time.

Both areas connect to the same Private Note for that session.


How to Add a Private Note

Adding Private Notes during the session

  1. Start your session recording or telehealth meeting within Blueprint

  2. Open the Assist panel on the right

  3. Click Private Note

  4. Type any notes you want to capture in real time, your note saves automatically

  5. When your session is complete, end the session to generate a Progress Note and access your Private Note

Adding Private Notes after the session

  1. From the client's profile or your Sessions Dashboard, open the session you want to add notes for

  2. Select the Private Note tab

  3. Add or edit your notes

  4. Changes save automatically and remain for your eyes only


Frequently Asked Questions

Are Private Notes part of the client's clinical Progress Note?

No. These are psychotherapy notes and are intentionally separate from the clinical record.

Does Blueprint's AI ever use or access Private Notes?

No. Private Notes are never analyzed or used by AI features.

Do Private Notes affect Session Credits, billing, or documentation workflows?

No — they are informational only and do not impact usage or billing.

Can I edit my Private Note after the Progress Note has been generated?

Yes. You can edit or review your Private Note at any time after the session as long as you have not deleted the session or the Private Note itself.

Can clients request Private Notes?

Psychotherapy notes have special protection and are typically excluded from standard record requests. Your organization may have additional policies.

Can admins, supervisors, or other clinicians see my Private Notes?

No. Only the clinician who created the note can view it.

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