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 available:
- Read-only: Lets the collaborator view all information in the record.
- Reading and writing: Allows the collaborator to view, add progress notes, documents, and invoices.
- Approval: Enables interns and doctoral students to share their records with their supervisor, who can co-sign each progress note. Both signatures will appear at the bottom of the note.
Only the record owner can print all progress notes and the roadmap. Advisors with whom the record is shared can only print their own notes.If a record you don’t own is shared with you:
- Open the record and go to the Share tab to see the type of access you have.
- You can view the access but cannot change it.
Related Articles
How do record transfers work?
To transfer a record that you own to a colleague in your organization: Open the record and the action menu in the left sidebar. Click on Transfer. Choose the colleague to whom you want to transfer the record. Confirm the transfer. To accept or ...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’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 ...My group organization has been created in Psylio. How to proceed as an administrator?
Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...I’ve just joined my group organization on Psylio. How can I properly configure my account?
Welcome to your group organization! Here are three tips to help you get off on the right foot: Use the correct account: When you log in to Psylio, you’ll see two types of accounts: one under your name and another under your organization’s name. ...