Episode Details

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In this episode, I share my first impressions of Blueprint AI, an emerging, AI-first electronic health record system that introduces a unique usage-based pricing structure to the behavioral health space. Navigating through the initial setup, I explore the onboarding sequence, template building, automated billing workflows, and the integration of open-source clinical measures. While the streamlined design, comprehensive onboarding, and novel automated intake protocols offer a smooth initial user experience, the system reveals significant functionality gaps for specialized testing practitioners. From technical limitations handling complex CPT add-on codes to a lack of core task-management features like built-in to-do lists, I break down the operational realities of this platform to help you evaluate if it fits the workflow demands of a testing practice.

Main Topics Covered

• 00:00: Overview of Blueprint AI, initial pricing model structures, and cost calculations for solo assessment practitioners
• 02:24: Analysis of the onboarding sequence, demographic entry, credential configuration, and practice setup
• 04:19: Evaluation of CPT code configuration, rate settings, and built-in client documentation templates
• 06:20: Integration of Stripe payment processing, automated data migration options, and initial dashboard navigation
• 10:38: Customization of notification settings, automated client text and email reminders, and clinician availability parameters
• 12:52: Custom service code generation, automated insurance payer enrollment procedures, and telehealth platform configuration options
• 19:59: Assessment of the progress note template builder, clinical snippet creation, and automated crisis resource allocations
• 24:03: Client profile creation, test administration via the open-source assessment library, and automated invitation delivery workflows
• 29:13: Live testing of scheduling workflows, calendar management interface, and documentation locking procedures
• 32:33: Technical evaluation of invoice generation, add-on billing limitations, and user interface design characteristics
• 38:21: Discovery and live evaluation of the bottom-left AI clinical session preparation chat utility
• 40:43: Final summary of core practice pros and cons, feature request procedures, and overall platform recommendations

Cool Things Mentioned

• Craft: the premier membership community for testing psychologists
• Crafted Practice: the only in-person business retreat for testing psychologists
• Reverb: the premier AI-powered report-writing platform for testing psychologists
• Blueprint AI

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.c