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 ...
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 ...
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 ...