Opening your workspace

Checking your session securely.

Invitation-only access

Welcome back

Email address Password

Forgot your password?

New here?

Account setup · step 1 of 2

Create your account

Your one-time invitation is bound to the email address selected by the practice administrator.

Invitation code

Secure invitation loaded from your email.

Email address Create a password Confirm password

Use at least 12 characters with uppercase, lowercase and a number.

Enter your authenticator code

Open your authenticator app and enter its current six-digit code.

Verification code

Lost access to your authenticator? Contact the workspace owner through the approved private support channel. A password reset does not replace MFA.

Account setup · step 2 of 2

Protect your account

Open your authenticator app and choose to scan a QR code.
Scan the code below to add Blue House Workspace.
Enter the current six-digit code to finish.

QR code for adding Blue House Workspace to your authenticator app

Can’t scan? Use a setup key

Setup key

Do not screenshot, save, or share this QR code or setup key. They disappear after setup.

Current six-digit code

Your session ended

Your account is safe. Sign in again to continue.

Workspace

Switch workspace

Overview

Current Role(s)

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Client onboarding

Add a new client

Enter the client’s basic demographics. Saving this profile starts a pending intake; service assignment will happen during that later workflow.

Client type

Adult Minor

Client information

First name

Last name

Date of birth

Gender

Phone number

Phone country

Address

Address line 2 (optional)

City

State

ZIP code

Caretaker information

Required for minor clients. A new caretaker will receive an account invitation. A caretaker who already has an active account will receive a notice that this child was added.

First name

Last name

Relationship

Phone number

Caretaker phone country

Use the same address as the client

Address

Address line 2 (optional)

City

State

ZIP code

Client profile

Edit client information

Client type cannot be changed after onboarding.

Client ID Profile version

Client type:

First name

Last name

Date of birth

New date of birth

Gender

Phone number

Phone country

Address

Address line 2 (optional)

City

State

ZIP code

Create Appointment

Scheduler workflow

Create New Appointment

Use fictional client information only. Times and durations follow 15-minute intervals.

Client and optional care episode Clinician Starts Duration Visit type

Create recurring session

Schedule Re-Evaluation

Re-evaluation follow-up

The follow-up will keep the same weekday, start time, duration, clinician, and location.

Recurrence

Frequency

Repeat every

week(s)

Day of week

End date

Each appointment will use the same start time, duration, clinician, and location.

Location

Guardian portal

My children

Access is limited to children connected through a verified, active relationship.

Child

Choose a child to view their released records and intake form.

Authorized profile

Client intake

Documents to complete

Save a draft at any time. Signed documents are locked and a copy remains available here.

Choose a document to begin.

Released records

Medical or therapy records and signed SOAP notes released by the practice.

Type Search

Secure upload availability is checked when records load. Use synthetic files only; do not send identity documents by email.

Family overview

Dashboard

Manage your children’s profiles, intake documents, and upcoming sessions.

Family schedule

Appointment Management

View sessions and send appointment proposals to the practice.

Released records

Documents

Search records the practice has released to your family.

Family billing

Payments and Invoices

Preferences

Settings

Clinic billing

Service prices and client balances

Set service rates, complete sessions, review each client's balance, and issue invoices. Online payment collection is not connected yet.

My clinic membership

Monthly platform invoices and verified payment history. Online payment collection is not connected yet.

Payments

Service prices

New prices apply to services starting after you save. Earlier services and issued invoices keep their existing prices.

Complete a session

Review the calendar duration and confirm each client who attended. Completion posts the service charge to each selected client's balance.

Session

Clients who attended

Current Account Balance

Loading balances…

Generate an invoice

Only completed sessions with a configured price can be invoiced once.

Client

Completed sessions

Select a client to review sessions.

Due date

Issued invoices

Payment history

Tenant Owner

Workspace settings

Choose the shared workspace appearance and add your practice logo beside Blue House Workspace.

Appearance

Display theme

Dark mode uses lower-brightness colors for evening work. This choice applies to everyone in your practice.

Dark mode Light mode is active

Co-branding

Practice logo

Upload a PNG, JPEG, or WebP image. It is resized, stripped of metadata, and displayed beside the Blue House Workspace brand.

No practice logo uploaded

Choose logo image

Maximum source file: 5 MB. The saved logo is converted to a metadata-free PNG no larger than 480 × 160 pixels.

Practice Administration

Platform users

Find active users and pending invitations by name, role, discipline, onboarding date, or status.

Clinic User Directory

Name or email Role Discipline Status Onboarded or invited after

Name	Role	Discipline	Onboarding	Status	Actions

No platform users match these filters.

Client portal access

Invite adult clients to their own records or parents and guardians to a child's record. Access is granted only through a verified relationship.

Client Recipient first name Recipient last name Verified email address Relationship

Verified client relationships

Pending and historical invitations

Participant access

Manage roles and department associations for active staff. Opaque internal IDs are shown instead of provider subjects.

Clinical team setup

Assign Clinicians and Clinical Directors to dummy care episodes after configuring their departments under Participant access. Only opaque participant IDs and dummy record numbers are shown.

Assign a dummy care episode

Clinical staff participant Dummy record

Active care-team assignments

Practice Administration

Add new platform user

Email a secure one-time registration link for a specific recipient, practice role, and clinical discipline scope.

Confirm the recipient has accepted the dummy-data-only rules. A secure, recipient-bound registration link will be emailed automatically.

First name Last name Invitee email address Practice role

Disciplines

Select one or more disciplines

Clinical staff receive only the active practice disciplines selected here.

Invitation email accepted for delivery

The secure registration link expires after 72 hours.

Practice Administration

Manage Disciplines

Select the disciplines this practice provides. These choices control client and clinical-team setup.

Removing a discipline never deletes historical data. Removal is blocked while it has active staff assignments, care episodes, or care-team assignments. Resolve those dependencies first.

Clinic User Directory

Edit employee account information

The verified login email remains read-only.

Employee ID Profile updated at

Login email:

First name

Last name

Phone number (optional)

Phone country

Address (optional)

Address line 2 (optional)

City

State

ZIP code

When adding an address, complete the street, city, state, and ZIP code.

Secure document viewer

Document

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