Save Clinician Customized Note Preferences
complete
Chris Cutter, MSW
Every clinician has highly personalized requirements and preferences for their progress notes depending on their caseload, treatment modality and more. To support these needs, a solution is needed to set and save those requirements and preferences.
These preferences will include:
- Length of Note
- Medical Necessity Requirements
- Mental Status Exams
- Interventions (All Clients and High Risk)
- Diagnostic Symptoms
- Action Items for Clients
- Client Quotes
- Note Formatting
- And more!
Chris Cutter, MSW
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This is a uniquely exciting update to send to all of you. As of Friday, all AI Notetaker users now have our new note preferences feature live in Blueprint! Personalizing your progress notes to what works best for your needs is now possible.
As requested, clinicians can now adjust note length, medical necessity, mental status exam sections and amplification of diagnostic symptoms, action items for clients, client quotes, and how you want to refer to yourself and the client.
We will continue enhancing this new ‘note preferences’ feature as we believe clinicians should be able to create the ‘perfect note’ for their needs.
As always, thank you 100x from our team for taking the time to share feedback. It is the only reason we are able to improve the product based on what you actually want to see next.
Sincerely,
Chris Cutter, MSW
Head of Product
E
Emerald Toad
Please, please include an option to designate theoretical orientation or specific approach used (e.g., DBT, EMDR, Adlerian, Emotion-focused, Person Centered, etc.)
I
Imaginative Frog
This is great news! Thanks Chris!! You guys are the best!
Chris Cutter, MSW
in progress
We are excited to share this project, including all the preferences everyone has requested, is currently our top project priority for July. Stay tuned!
Chris Cutter, MSW
Merged in a post:
SOAP NOTE
I
Imaginative Frog
Please increase the length of the SOAP note summary. It is frustrating to have to keep using 'magic edit" 4-5 times per note just to get an average lenghth note/ Thank you.
L
Legal Landfowl
I'd like to add to this "clinician customized note preference" to include a drop-down box prior to the session (where you pick if it's telehealth or in person, and individual or couples) to include the type of therapy we provide, such as psychodynamic, EFT couples, Cognitive Behavioral, EMDR etc. and add the client's primary diagnosis. For instance, my specialty is working with neurodivergent people using a psychodynamic lens. This program currently creates very basic cognitive restructuring notes that doesn't fit the therapy I provide. I suggest these drop-down boxes in the beginning to influence the note created and I may provide a different type of intervention depending on the client, therefore I may sometimes work with a BPD client, and I use a DBT focus that I would want to influence the AI automated note created. Thank you.
R
Random Squirrel
Can one of the saved preferences be the name of the clinician? Right now I have to use magic edit every time to change from "therapist" and it would be great to set the speaker to my preferred clinician title and have that saved for every note
S
Standard Sloth
Yes this!
Danny Freed, Founder & CEO @ Blueprint
Merged in a post:
More customization
S
Standard Sloth
It would be great if we could add instructions that carry over to the notes. For example, I like a longer subjective section, but have to type that in every time. It would be great if we could add some of our signature phrases to show up each time also.
Chris Cutter, MSW
Merged in a post:
SOAP Note
V
Vanilla ice Krill
Specific information needed in order to meet auditing requirements for insurance ex: MSE, clinical summary, Symptom evidence that supports the client diagnosis, support justification for level of care, progress on treatment plan goals
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