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Blueprints

Use blueprints to automate and group the sending of action items to patients.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated this week

1. What are Blueprints?

A Blueprint in the wawa platform is a set of pre-configured action items directed towards patients. Sending Blueprints to patients through the wawa platform allows you to automate certain actions of patient care and onboarding – and can be particularly helpful for common treatment plans and onboarding processes.

Once a Blueprint is configured in your clinic’s settings, it is ready to send to patients, and add efficiency to your care team’s work!

Scroll to the bottom of this page for a full video walkthrough of blueprints.

2. What can Blueprints Do?

Blueprints allow your care team to reduce the manual completion of tasks required to onboard patients to your clinic or to each treatment cycle. You configure and edit them to how works best for care team, and their actions are triggered for each patient – and any applicable partner – once the Blueprint is sent to them.

Blueprints allow you to automate the sending of tasks, surveys, and consent documents, also allowing consent documents to be suggested to the sender of the Blueprint which may be relevant to a treatment plan.

3. How Blueprints Work

Setting up a Blueprint:

In order to best set up your Blueprints, you should already have the tasks, surveys and consent documents that you wish to add configured in the platform.

  1. Visit your clinic’s settings page. Navigate to the Blueprints tab on the left-hand menu and select “Add New.”

  2. Give your Blueprint a name

  3. Add all of the actions you wish to your Blueprint.

    • Assigning an action item to a patient will send it to the person from whose page you share the Blueprint.

    • Assigning an action item to a patient’s partner will send the action item to the partner of the person from whose page you shared the Blueprint.

Editing a Blueprint:

  • Blueprints can be edited in the same way they were created, through the settings page

  • Make a Blueprint inactive to prevent it from being sent to patients in the future

  • View which Blueprints are associated with a given consent by navigating to the ‘Blueprints’ tab on an individual consent’s page

Sending a Blueprint:

  • Execute a Blueprint by visiting a patient’s page and selecting “use Blueprint” on the left-hand menu

    • After selecting a Blueprint, review and add additional consents if needed

  • Send the Blueprint!

    • Your patient will automatically be notified of their new action items

4. Video Walkthrough

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