With options ranging from keeping transcripts indefinitely to not storing them at all, be able to match your organization's compliance policy.
This guide explains:
How to customize how long Blueprint stores session transcripts
Which permissions are required to adjust the settings
Which features depend on transcripts
Before we begin
Transcript retention settings may not be available for your organization
This feature will roll out more broadly in the coming weeks.
Org admin access required
Transcript retention settings are only accessible for those with the Org admin role.
Transcript deletion is permanent
Once a transcript is deleted, it cannot be recovered undone.This setting is organization-wide
It's applied to all users within your Blueprint organization.
Some options delete existing transcripts
The day-based retention option is retroactive — it permanently deletes every existing transcript older than the selected period, not just transcripts that age past the limit going forward. Other options (such as archive-based deletion or turning off storage) apply going forward only.
Some features depend on transcripts
Magic Edit, Treatment Plan regeneration, and other features that rely on a transcript will be unavailable for any session whose transcript has been deleted.
How to configure transcript retention settings
On your Settings > Progress Notes page and scroll to the Transcript retention period section
Choose a Retention Period:
Keep indefinitely (default)
Transcripts are kept until you delete them.Keep for [number] of days (1–365)
Transcripts older than the selected period are automatically removed on a rolling schedule.Delete after a client is archived
Transcripts are kept during active care, then permanently deleted when a client is archived. This cannot be undone, even if the client returns.Don't keep transcripts
Transcripts are deleted right after each session and never stored.
Confirm your selection. (Certain changes trigger a confirmation prompt -- for example, turning off transcript storage, enabling archive-based deletion, or setting or shortening a day-based retention window.)
