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 filter and organize my progress notes?
You can efficiently organize and access your progress notes using the filter options on each record’s progress notes page. Here’s how: By date or service episode: Quickly find specific interventions. Draft notes: Easily manage and complete your ...
How do templates work?
Templates were created to help you save time in managing your records and to ensure consistency in your progress notes. You have the option of using pre-written templates from our team or creating your own. Access the Templates section by clicking on ...
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. ...