Behavioral health
Four therapists, and notes that must not be casually readable.
Clinic workflow
Sessions, assessments, care plans, and documentation more sensitive than almost anything else a clinic holds.
Setup
Confidentiality is the requirement, not a feature.
The profile is Behavioral / Mental health: sessions, assessments, care plans and confidential documentation. Four therapists share a practice and an administrator, and the wrong person reading the wrong note is the failure that matters most.
- Roles decide which surfaces each person reaches. Ten of them across sixteen permission domains, and an administrator can subtract further per person.
- Verifications and exports are logged. Who unlocked a protected result, and every export or backup, are written to the security log on the Security screen.
- Protected documents ask again. A one-time code goes to that provider’s own email, expires in ten minutes, and the unlock ends at sign-out.
The week
Recurring care, written down properly.
- The next appointment in one step for clients who come weekly: finishing a session offers to book the next one.
- A case holds the course of care, so progress across months reads as one thread.
- Session notes stay attached and stay editable, with the provider recorded.
- Care plans record what was agreed and what stage it is at.
- A note without a visit for the between-session phone call, which in this specialty is frequent and rarely gets recorded anywhere.
The assistant
Why a local model matters more here.
Most clinical AI works by sending the text somewhere else. For a therapy note, that means the most sensitive paragraph a practice will ever write leaves the building to be processed by a third party.
Blues runs on the machine in the room. It drafts and summarizes without the text going anywhere, it cannot read anything the person using it could not read, and it asks before it writes. It assists with the clinic’s work; it does not make clinical decisions.