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Blueprint
Complete feature reference

One CRM. Built for network builds.

Blueprint is one platform built from the ground up for network operations. Your team manages the pipeline, campaigns, credentialing, and outreach. As providers move through stages, Blueprint Analytics scores adequacy in real time — automatically. No data entry. No reconciliation. One source of truth.

Blueprint CRM features are all included in every state subscription. Blueprint Analytics is quoted separately per project — see the pricing page for details.

20+
Platform features
4
Lines of business
50
States supported
1
Price — everything included
Blueprint CRM

Provider Pipeline

Track every provider from first contact to signed contract across 8 pre-built stages — Prospect, Outreach, Contacted, LOI Sent, LOI Signed, Negotiating, Contract Sent, Signed.

Blueprint CRM

Provider Search & Filtering

Search across your entire provider roster instantly. Filter by county, specialty, stage, priority, campaign, or adequacy status. Find exactly who you need in seconds.

Blueprint CRM

Credentialing Workflow

Track every credentialing step from CAQH application through primary source verification, committee review, approval, and effective date — alongside contracting, not after.

Blueprint CRM

Provider Import

Import your existing provider roster from any source — CSV, Excel, NPI registry export, or copy-paste. Our team handles the data load as part of your setup.

Blueprint CRM

CSV Export

Export your full pipeline, filtered views, or adequacy reports to CSV at any time. Formatted for board reports, compliance submissions, or your analytics team.

Blueprint CRM

Team Collaboration

Up to 5 users per state subscription. Assign providers to AEs, track who owns each relationship, and see the full activity log without digging through email.

Blueprint CRM

Plan Leadership Portal

Give your CMO, VP, or board a live read-only view of build progress — county coverage, pipeline status, milestone pacing — without giving them a full CRM login.

Blueprint Analytics

County Adequacy Scoring

Real-time adequacy scores for every county in your service area, updated as you add and progress providers. Know your gap before it's an emergency.

Blueprint Analytics

County Coverage Map

Visual county-level view of your network — green for adequate, amber for at-risk, red for gap. Instantly see where to focus your recruiting effort.

Blueprint Analytics

Multi-LOB Scoring

Run adequacy scoring for Medicare Advantage, Medicaid, Exchange/QHP, and D-SNP simultaneously — each with the correct state and CMS rules applied automatically.

Blueprint Analytics

Adequacy Gap Alerts

Automatic alerts when a county drops below your adequacy threshold — triggered by provider stage changes, not manual score runs. Catch gaps at Week 4, not Week 14.

Blueprint Analytics

Build Progress Dashboard

Track your network build against a 16-week (or custom) timeline. See pacing against milestones, provider targets, and adequacy goals — all in one view.

Blueprint Analytics

Recruitment Priority Map

Blueprint ranks your target providers by adequacy impact — so your account executives work the most important contracts first, not just alphabetically.

Campaigns & Outreach

Email Campaign Sequences

Pre-built outreach sequences for every stage of the contracting conversation — LOI introduction, follow-ups, contract reminders, and LOB-specific templates.

Campaigns & Outreach

Activity Logging

Log every call, email, and meeting against a provider record. See the full contact history without asking your AE — and never lose context when staff turns over.

Campaigns & Outreach

Action Item Queue

Blueprint surfaces the most important next actions for every team member — providers to follow up on, contracts to push, counties to prioritize — automatically.

Administration

Build Timeline Manager

Set your target submission date and Blueprint structures your 16-week (or custom-length) build. Milestones are automatically placed and progress is tracked weekly.

Administration

Security & Compliance

SOC 2 Type II Certified (Q4 2025). HIPAA-aware architecture — Blueprint does not store PHI, and all data is encrypted in transit and at rest.

Administration

Real-time Sync

All changes — provider updates, stage moves, campaign sends, adequacy scores — sync across your team in real time. No page refresh required.

Administration

Role-Based Access

Set permissions for each team member — full access for network leads, pipeline-only for AEs, credentialing-only for credentialing staff, read-only for leadership.

Administration

Multi-State Workspaces

Managing builds across multiple states? Each state gets its own isolated workspace — its own HSD configuration, county map, adequacy rules, and pipeline. One login, all states.

Administration

HSD Report Output

Blueprint generates HSD-formatted output ready for your adequacy submission — provider-by-county table, time-distance evidence, and exception documentation.

Want to see how this stacks up against alternatives?

Blueprint vs. Salesforce vs. Spreadsheets

See all of this on your actual network build.

A 30-minute demo uses real seeded data for your state and LOB — not slides, not a generic walkthrough. You'll see every feature above working together.