In Blueprint, you can send forms to your clients to request information and signatures before care as intake paperwork as well as anytime during care.
If you're new to Forms, this guide will walk you through:
What forms might used for
Where to create and manage your clinic's forms
How to send forms to a client
Where completed forms are stored
Overview
You can create, send, and store client forms in Blueprint.
With forms, you can:
Collect required documentation (like consent for AI Scribe)
Gather client information (demographics, insurance, credit card details)
Send custom intake paperwork for clients to complete digitally
Forms can be sent to clients as intake paperwork upon initially enrolling them on Blueprint or anytime throughout their care.
When you send a form to your client via Blueprint, your client completes it securely online. Once the client completes the form, it's saved under the Documents tab in the client's profile, so you can access it anytime.
If the client has already completed paperwork outside of Blueprint, you can upload those forms or documents directly to the client’s Documents tab and store them alongside the forms you send through Blueprint.
Create and manage your clinic's forms
When it comes to paperwork and intake forms, every practice has different requirements. Blueprint provides several pre-built forms when you first create your account, but you may need to customize them and/or create additional forms to match your clinical, legal, or administrative needs.
Forms created by Blueprint:
Consent for Use of AI Scribe
Demographics
Credit Card
Insurance Coverage
You can edit these forms to meet your needs or use them as a reference point for building your own.
Create, edit, and set defaults from Settings → Forms.
How to send forms to a client
Forms can be sent to a client as "intake forms" or anytime during the client's care.
When enrolling a new client onto Blueprint, you'll be prompted to send the forms you've designated as default.
You can also send forms to existing clients directly from their profile by clicking the Actions drop-down, then selecting Send forms.
Clients will receive an email and/or text notification and can complete the forms online.
Once a client completes a form, it's stored in the Documents tab on their profile.
FAQs
Can I edit a form after sending it?
You can edit a form template in Settings > Forms, but those changes will only apply to future sends -- not to forms already sent to clients.
Can I upload external documents instead?
Yes. If you have a document that the client has already signed outside of Blueprint, you can upload it under the client’s Documents tab so that it's stored on their profile alongside their other documents and forms.