Clinical documentation is the backbone of Blueprint. It’s where session details, notes, plans, and supporting materials live , and where clinical, billing, and compliance come together.
This article gives you a big-picture orientation of all things documentation before diving into specific tools or workflows.
The big picture
At a high level, Blueprint organizes all clinical documentation for any given session within a Session Record. Each Session Record can contain multiple documentation components such as a Progress Note, Session Transcript, and more.
What is “clinical documentation”?
Clinical documentation refers to records that document care, including what occurred during a session and your clinical reasoning. These records primarily support clinical, legal, and compliance needs.
Clinical documentation falls under a few core categories. You’ll see these terms throughout Blueprint and our Help Center:
Progress Notes -- Structured clinical notes for a specific session
Treatment Plans -- Ongoing goals, objectives, and interventions
Session Summary -- A high-level overview of what occurred during a session
Session Transcript -- A written record of the session audio (when recording is enabled)
Assessments – Standardized measures used to evaluate symptoms, progress, or outcomes
Interventions -- Clinician-facing tools and approaches used during care
Worksheets -- Client‑facing therapeutic materials
Private Notes -- Internal notes that are not part of the clinical record
You may not use all of these for every session, but they’re available when you need them.
Session‑level details
Each Session Record also includes details about the session itself. These fields help with clarity, auditing, and billing.
Session Duration: The length of the session, regardless of recording activity
Session Recording Time: The amount of the session that was recorded
Note Type: The structure used for the note (for example, SOAP or DAP)
These details are usually set automatically based on the Appointment and activity during the session, but you can review and adjust them from the Session Record when needed.
Customization & assistance features
Blueprint provides tools that can help streamline clinical documentation, while keeping you in control of the final output.
Custom Note Templates: Create or select templates that match your documentation style
Magic Edit: Make targeted edits to generated Progress Notes
Memory: Custom saved preferences and clinical context Blueprint uses to generate more consistent documentation