I’ve just joined my group organization on Psylio. How can I properly configure my account?
Welcome to your group organization!
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. Always make sure to work within your organization’s account. This will enable you to use collaboration features and create an unlimited number of records.
Working in your organization’s account keeps your records and progress notes private. They are visible only to you, ensuring confidentiality. However, you can choose to collaborate with team members if you wish.
For more details, check out these articles:
Configure your header and footer:
Go to Settings and select the Header and Footer tab. Here, you can add your organization’s logo, your signature, and your professional information. This header and footer will automatically appear when you print your progress notes. Note that your signature will only show up on notes created after you set it up.
For more information on setting up your header and footer, read this article: How do I set up the header and footer for my notes?
Explore progress note templates:
Check out the progress note templates recommended by our team by going to Settings and then Templates. You can view and add templates to your personal list or modify them as needed. You can also create your own templates by clicking on Add a template. Using these templates will help you write progress notes more efficiently and standardize your entries.
For more information on how templates work in Psylio, see this article: How do templates work?
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