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 Title of the record.
- Rename the record to Group X, Family Y, or the names of both partners.
- Then, create profiles for each person by clicking on Add.
Related Articles
What is the purpose of the Memo and tasks section in a record?
The Memo and Tasks section in the overview of a record is a practical tool for quickly noting important details about your client or your interventions. Here's how it can be useful: Memos: Keep important notes and reminders about your client at-hand. ...How can I delete a record?
To delete a record (e.g., a test record, a record created by mistake, or an archived record at the end of its retention period), you first need to archive it. Archive the Record Open the record you want to delete. Click on the action menu in the ...What if I accidentally delete a record?
Deleting a record involves multiple steps (archiving, clicking Delete, and confirming the action). However, if a record was deleted by mistake, you can restore it within a limited time. You have 30 days to restore a deleted record. After that, ...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 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 ...