How do record transfers work?
As a practitioner in a group organization, you can:
- Transfer a record you created to a colleague, including its contents and the responsibility for follow-up.
- Accept or decline a record transfer initiated by another member of your organization.
Transfer a record from your account
You can transfer an active record to another practitioner in your organization.
Transfer steps:
- Go to your Active records list and open the record you want to transfer.
- In the left-hand panel, open the actions menu.
- Click Transfer.
- Select any confidential sections you want to exclude.
- Choose the new record owner.
- Check the option to keep a read-only copy if you want to retain access to the record after the transfer.
- Confirm the transfer.
Available options:
- Include or exclude confidential notes and documents.
- Include or exclude raw data.
- Keep a read-only copy of the record in your archives.
- If this option is not selected, all excluded information will be permanently deleted.
- If selected, a non-editable copy of the record, including excluded content, will remain in your archives.
Accept or decline a record transfer
When a colleague sends you a record:
Steps to follow:
- Go to your Records list.
- Click on the Ongoing transfers tab.
- Accept or decline the transfer.
If you accept the transfer:
- The record will be added to your Active records list.
- You’ll be able to view progress notes written by the previous owner, but you won’t be able to edit them.
- You’ll also have access to the documents and profiles added before the transfer.
For the previous owner
Depending on the option chosen for the transfer:
- If a read-only copy is kept:
- The record will appear in the Archived records section.
- It will be read-only, meaning it can't be modified or reactivated.
- The previous owner can view all content added before the transfer, but not any new updates.
- If no copy is kept:
- The record will be completely removed from the original account.
- Any excluded confidential notes, documents, or raw data will be permanently deleted.

When a shared record is transferred :
- During the transfer, collaborators will temporarily lose access to the record.
- Once the transfer is accepted by the new owner, collaborators will automatically regain access with the same permissions as before.
Related Articles
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?
When you transfer a record to a colleague, some information is always included, some can be optionally selected, and some is never transferred. Here's a clear breakdown of what's included and what's not. Always included in the transfer The following ...