How can I record raw data in Psylio?
Follow these steps to securely record raw data in the platform:
- Open the relevant client record.
- Click on the Documents section.
- You'll see a dropdown menu under the Documents tab, where you'll find the Raw data option.
- Add your raw data in this section.
- If you need to download your raw data, Psylio will require a password. This password will be your last name.
- When opening your raw data outside the platform, you will need to enter the same password used in Psylio.
Please note:
- Raw data is not included in record transfers. It remains visible only to the record owner, even when the record is shared.
- To share or transfer raw data, add your file(s) to the general documents section. We recommend clearly indicating 'Raw Data' in the file title.
- If you make a request to the Psylio team to export your records, your raw data will be in a separate zip file. You'll need to enter a password to access it.
Related Articles
How to move a document to the raw data section and vice versa
Moving a file from the "Documents" section to the "Raw Data" section of a record: Select the file you want to move. Click on the Move to raw data option. The file will be removed from its current location and will only be accessible in the Raw data ...
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 ...
How to import client records from another platform into Psylio?
Currently, it's not possible to directly import client records from another platform into Psylio. However, you can import client information into Psylio by following these steps: Create records manually: Begin by creating individual records for each ...
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. ...
How do I send an email from a client record?
When you're in a client record, you can easily send an email directly to the client using the email addresses set up in the record's profiles. Here’s how: Open the relevant client record. Click on the paper plane icon to send an email. Your default ...