How can I access key information in the record while writing a progress note?

How can I access key information in the record while writing a progress note?

When writing a progress note, you can quickly access important information in the record without interrupting your workflow.

Here's how to proceed:
  1. To view the reason for consultation, conclusions/diagnosis, or any other information in the record summary, simply open the left panel. This feature allows you to keep essential information at hand without leaving your current note.



  2. To consult your note history, open the right panel. This allows you to maintain consistency in your record while writing a new note.








    • Related Articles

    • Is it possible to modify a note that has been added to the record?

      Follow these steps to modify a note that has been added to a record: Click on Edit in the top right corner of the note. Make any desired changes to the note and click on "add to record" once again. Click on the three dots at the top of the note to ...
    • How do I pin a progress note?

      It is possible to pin one or more progress notes in a client record! How does it work? A pinned note will automatically appear at the top of the Progress notes section for that record. This ensures that important information is immediately visible to ...
    • How do I print notes in a record?

      In the Progress Notes section of each of your records, you have three printing options. Print a single note: Click on the three dots in the upper right corner of the note. Select the Print button. A PDF file will be automatically generated by the ...
    • How do I create a couple/family record?

      If your professional order's recordkeeping standards allow it, you can create files for couples, families, or groups. To do this, Follow the regular method for creating a new record. You can then click on Update in the left-hand menu, to edit the ...
    • Why can't I see my signature on my notes?

      When configured in the "Settings" section (https://admin.psylio.com/organization/signature), your signature is automatically affixed to the bottom of each progress note added to the record. However, this signature is transparent in the platform. You ...