How can I manage my waiting list?
There is currently no waiting list management function as such, but we suggest that you simply add a "W-" in front of the record number, which will allow you to use the filter to group together all of the records in your waiting list and view them in order of opening date (date of creating the record). When you take on the patient, you can simply remove the "W-" from the record number and enter the official opening date.
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How can I manage my tasks?
The Tasks section helps you stay organized and manage your professional tasks efficiently. It provides a clear overview, allowing you to track deadlines, prioritize tasks, and maintain record confidentiality. Organizing Tasks To make task management ...
How can I filter my records?
Easily find the records you need by using the filters at the top of the page. Filters for Active Records You can narrow down your active records list with these options: By State: Easily find records with draft notes. By opening date: Search for ...
How can I filter and organize my progress notes?
You can easily sort and print your progress notes using the filtering options in each record. Here’s how: By state: Quickly find draft notes or those already recorded. By type: Choose to view and print only confidential notes, or export all notes ...
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 can I archive or reactivate a record?
With Psylio, you can easily archive your records in a dedicated area of the platform and reactivate them at any time. Follow the procedures below to archive, view, and reactivate your records. Archiving a record: Open the record you want to archive. ...