Blueprint

How documentation is structured in Blueprint including Progress Notes, Treatment Plans, and more!

Start here: Clinical documentation

A simple overview of how client and insurance payments work in Blueprint.

Start here: Payment processing and insurance billing

The AI-powered clinical assistant that works for you.

Start here: AI Assistant

Start here: Calendar and appointments

Adding a new session to your Blueprint Calendar

How to create a client appointment

How to modify or cancel an existing appointment

How to add an external calendar

How to sign and lock a Progress Note

How to manually write a Progress Note

Connect your bank account with Blueprint via Stripe to begin processing credit cards within Blueprint.

Setting up credit card processing in Blueprint

How to collect payment from clients

How to create a Superbill

Commonly used terms by Blueprint and insurance payers

Insurance Billing Glossary

How to add client insurance information

Receiving ERAs in Blueprint

Blueprint's EHR

Find answers and get help from Intercom Support and Community Experts

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