How do record transfers work?

How do record transfers work?

To transfer a record you own to a colleague within your organization:

  1. Open the relevant record and access the action menu on the left-hand side.
  2. Click on Transfer.

  3. Select the sections of the record you want to transfer.
  4. Choose the colleague you wish to transfer the record to.
  5. Check the option to archive the record after the transfer, if desired.
  6. Confirm the transfer.



To accept or decline a transfer:

  1. Go to your list of active records and click on Pending Transfer.
  2. If you accept, the record will appear in your active records. You can view the progress notes written before the transfer in the Progress Notes section, but you won’t be able to edit them.


For the previous owner of the record:

  • If the option to archive was selected during the transfer, the record will be archived.
  • The previous owner can view all information prior to the transfer but won’t have access to any new documents or information added afterward.

Info
It is possible to transfer a shared record. During the transfer, collaborators will lose access to the record and won’t be able to view its contents. Once the new owner accepts the transfer, collaborators will regain access with the same permissions as before.

For more details on what is included in a record transfer, refer to the following article: What information is included in a record transfer?

    • 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?

      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, ...