How do I print notes in a record?
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Can I print the notes contained in a record?
Yes, you can! Here are the available printing options: Print all notes or the roadmap You can print all the notes in a record or a condensed version as a roadmap. Open the record in your Psylio account. Go to the Progress notes tab. Click the printer ...
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 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 ...
How can I filter and organize my progress notes?
You can easily sort and print your progress notes using the filtering options in each record. Here’s how: By state: Quickly find draft notes or those already recorded. By type: Choose to view and print only confidential notes, or export all notes ...
Why can't I see my signature on my notes?
When configured in the "Settings" section (https://admin.psylio.com/organization/signature), your signature is automatically affixed to the bottom of each progress note added to the record. However, this signature is transparent in the platform. You ...