How do record transfers work?
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How do establishments work?
In Psylio, organization administrators can now add establishments and assign members to them. Adding an establishment Go to Organization settings. Open the Establishments tab and click New establishment. Enter the establishment’s name and details. ...
How does record sharing work?
Sharing a record you created with a colleague: Open the record you own. Go to the Share tab. Click Add and select the collaborators you want to share the record with. Choose the type of access you want to grant and click Save. Types of access ...
What’s the difference between a confidential record and a partially confidential record?
A record is considered partially confidential on our platform if it contains at least one note or document marked as confidential. A record is considered confidential when its entire content is identified as such. How to mark a record as ...
What is the difference between collaborative spaces and record sharing?
Collaborative space: A secure area that allows members of the same organization to share information, whether related to a record or not. Enables adding notes, observations, or general information related to a person, group, or other. It is possible ...
What information is included in a record transfer?
What information is transferred? Depending on your selection, the following will be transferred to the new owner: Progress notes General documents Confidential information Raw data Information from the overview, such as the reason for consultation, ...