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 to use tags?
Tags help you organize and categorize your records and profiles based on your own criteria (for example: client type, priority level, topic). They make it easier to find, sort, and track information in your day-to-day work. Create a tag or a tag ...
How can I import my client records from another platform into Psylio?
We know that switching from one platform to another can feel tedious. Your client records contain sensitive information, and it’s important to transfer them carefully. While it’s not possible to automatically import your client records into Psylio, ...
How do I send a document for signature or review?
In Psylio, you can send documents (forms, agreements, etc.) by email for signature or review, directly from a client record. This feature allows you to: Send and collect signatures securely Track the status of each document Manage everything in one ...
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 ...