Would you rather read the transcript? Click here.
Watch the YouTube video here.
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.com/testingpsychologist
The Testing Psychologist podcast is approved for CEU’s!
I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!
About Dr. Jeremy Sharp
I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.
As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.
Ready to grow your testing services? Click below to join our Waitlist!
Join the Waitlist
If you do not see content above, kindly GO TO SOURCE.
Not all publishers encode content in a way that enables republishing at Neuro.vip.
This post is Copyright: | July 23, 2026
Neuro-Podcasts