Blueprint can be used to help you stay focused during sessions, spend less time on documentation, and keep track of your clients' progress over time.
If you're wondering how to explain Blueprint to your clients, you're in the right place! In this guide, we'll cover:
How to introduce Blueprint to your clients
How to talk about recording sessions
What to do if a client would rather not be recorded
Answers to questions clients commonly ask
Introducing Blueprint to your clients
Blueprint is a clinical documentation and progress-tracking tool. Depending on how you work, you can use it to capture a session in several ways -- from recording the session to simply giving Blueprint a quick summary after a session.
When introducing Blueprint to a client, you don't need to explain every feature. Focus on how you're using it in their care and give them space to ask questions.
Here's an example you can adapt to your own voice and workflow:
I use a tool called Blueprint to help with some of the work that happens around our sessions, such as tracking progress, completing assessments, drafting clinical notes, and handling administrative tasks. This allows me to stay more focused on your care.
Blueprint also includes optional AI features that can help me create drafts of notes and other clinical documentation. I may use these features in a few different ways -- for example, by recording a session with your permission or by providing a summary afterward for the AI to work from. Blueprint can also be used without these AI features. I always review and finalize anything Blueprint drafts, and I remain responsible for your clinical record.
Blueprint is HIPAA compliant, and your information is kept private and secure, however we choose to use it. What questions do you have about Blueprint or how I use it in my practice?
However you decide to talk to your clients about Blueprint, here are a few helpful things to communicate:
You're still responsible for the clinical record.
Blueprint can help create your documentation, but you, their clinician, remain in complete control of all notes, decisions, and clinical documentation.You can use Blueprint with or without recording a session.
Recording is one way to capture a session, but it's not the only one. You can also dictate or write a session summary, write the note yourself in Blueprint, or even upload your own audio.
Blueprint supports your work -- it doesn't replace it.
Blueprint doesn't provide therapy or make clinical decisions for you. It's designed to support your documentation, progress tracking, and other parts of your clinical workflow.
Talking to clients about recording
For many clinicians, recording is the part of using Blueprint that feels the least familiar to introduce. A straightforward explanation of what you're doing, why you're doing it, and what happens to the recording is usually a good place to start.
You might say:
With your permission, I’d like to use Blueprint to record the audio from our session. Blueprint uses AI to create a draft of my clinical note from our conversation, which I review and finalize afterward.
This allows me to spend less time taking notes while we’re talking and stay more focused on our conversation. The audio is securely processed and deleted afterward.
If you’d rather not have the session recorded, that is absolutely okay and will not affect your care.
Common questions from clients
"Are you recording me?"
If you're using Blueprint's recording feature, Blueprint captures the audio from the session so it can generate a transcript and help create your clinical documentation.
If you're using Blueprint another way (for example, by dictating or writing a summary after the session) the session itself isn't recorded.
"Is my video being recorded?"
Blueprint never records video and only captures audio, even when using Blueprint to record and/or host a telehealth session.
"What happens to the recording?"
Session audio is used to process the session and draft the documentation needed. The audio recording is immediately and automatically deleted after the session has ended and the draft has generated.
"Is my information secure?"
Yes, client information is secure. Blueprint is HIPAA compliant and SOC 2 Type II certified. Data is encrypted in transit and at rest, and Blueprint maintains safeguards designed to protect client information.
💡 For clients who want to learn more, you can share Blueprint's data security information.
"Is my session used to train AI?"
No. Client session data is not used to train AI models.
"Does AI write my therapy notes?"
Yes. Blueprint uses AI to draft therapy note based on information that I provide. This may come from a recorded session, a dictated or written summary, or another method to capture information. Before recording the first session, I will ask for and obtain your written permission.
I review and finalize every note and remain responsible for your clinical record. If you do not want AI used to draft your notes, that is absolutely okay and will not affect your care. I can document your sessions without using AI.
"What if I don't want to be recorded?"
That is absolutely okay and will not affect your care. Recording is optional and is not required.
Using Blueprint without recording the session
If a client prefers not to be recorded, recording simply isn't the best fit for a particular session, or even if you ran into technical difficulties while recording, you can still use Blueprint to help with your documentation.
When you create a new session, you can choose the capture method that works best:
Dictate session summary: You give Blueprint a quick, verbal recap after the session and use it to generate your documentation.
Write session summary: You type a rough written summary of the session and use it to generate your documentation.
Write note yourself: You create the documentation directly in Blueprint without recording or summarizing the session at all.
You can choose a different capture method from one session to the next, so you don't have to use recording for every client or every appointment.
Client consent
Make sure you're following the informed consent and recording requirements that apply to your practice and jurisdiction when using Blueprint with client information.
If you're recording a live session, clients should understand that the session is being recorded, how the recording is being used, and have an opportunity to ask questions before you begin.
Blueprint provides various sample client consent forms, which you can use as a starting point and adapt for your practice.
In summary
We recommend being clear about what matters to clients most:
How you're using Blueprint
How it supports your work together
Confirmation that their information is safe and secure
The choices they have when it comes to their care
If you or your clients have any questions, we're here to help bring as much clarity as possible -- send us an email anytime: help@blueprint.ai