When more than one person is in the session, Blueprint can keep track of everyone who attended and write one Progress Note focused on your identified patient -- the client whose chart the note is filed to.
Who this help guide applies to
Couples and family sessions with multiple attendees are available in the new version of Blueprint (both the "Alongside" and "All-in-one" experiences).
On legacy versions of Blueprint, the "Family" session type isn't available. While the "Couples" session type is available in legacy versions, it only has the option for a SOAP note type, whereas the new version offers more note types such as DAP, BIRP, GIRP, SIRP, PIRP, PIE, EMDR and Intake.
How to start a couple's or family session
Start a new session
Under the text "Who's this session with?", select Couples or Family
In the Attendees field, add each person in the session. You can add other existing clients, or a client's contact such as a spouse, parent, or guardian. To add someone new, type their name and choose to add them as a new client or contact.
Click the Start session button to begin capturing the session
How to finish a couples or family session
When the session is over, click End session
Confirm session details, including choosing the Identified Patient (the note is filed to this client's chart), as well as the Note Type and Treatment Approach, then click Generate note
Identifying who said what
Separating the voices
The recording is transcribed with "speaker diarization", which splits the audio into separate voices by how they sound. At this stage the voices have no names, just Speaker 1, Speaker 2 and so on.
Working out who each speaker is
Blueprint reads the transcript along with the session's attendee list and the clinician's name. It looks for:
Who leads: the clinician asks the history, symptom and risk questions.
Names in conversation: "Sarah, go on", "this is my wife, Sarah", or "I'm Jim". If someone says a name about another person, that name isn't given to the speaker.
Relationship words: "my husband", "my son".
Speaker labels won't always be perfect
Like all transcription, speaker labels can sometimes be wrong. Blueprint may mix up or merge speakers when people talk over each other, have similar voices, sit far from the microphone, or are never named during the session.
Even when a speaker is incorrectly labeled or unknown, the Progress Note should still capture the main content of the session. As with any AI-generated note, please review it before signing.
How to change attendees
You can add or remove clients and contacts from the session at anytime during the session or even after the session has ended.
At the top of the session, click the client's name
Under Attendees, add by searching for a client, or pick one of the client's contact. If the person isn't listed, type their name and choose Add "[name]" as a new contact or Add "[name]" as a new client.
To remove someone, click the ✕ on their name.
Good to know
Only clients can be the "Identified Patient". Contacts can attend, but they can't be selected.
To remove the Identified Patient from a session, switch the Identified Patient to someone else first.
Switching a session back to Individual keeps only the Identified Patient.
If the session has draft billing, changing the Identified Patient replaces the draft claim or invoice. A submitted claim or issued invoice has to be canceled or voided first.