How do I print notes in a record?
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Is it possible to print the notes contained in a record?
Absolutely! There are three options for printing or saving in PDF format. 1. You can print an individual note by selecting the note and clicking on the "Print" button, which can be accessed by clicking on the three small dots in the top right-hand ...
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 efficiently organize and access your progress notes using the filter options on each record’s progress notes page. Here’s how: By date or service episode: Quickly find specific interventions. Draft notes: Easily manage and complete your ...
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 ...