What information is accessible to the coordinator?

What information is accessible to the coordinator?

The coordinator has access to an overview of the organization's practitioners and can access the following details for each one:

  • First and last name
  • Email address
  • Professional title
  • Number of institutional and confidential records in each professional's account


The coordinator also has access to the list of records currently in transfer within the organization. This view allows them to identify records still pending transfer and reassign them to another practitioner, for instance, in the event of an unexpected departure.


InfoNote: The coordinator does not have access to the contents of records, including progress notes or added documents.

NotesAdditional security: Practitioners can mark a record as confidential for added data protection. This prevents the coordinator from seeing the record's title, but they will still have access to the record number.

    • Related Articles

    • How do I Transfer Records as a Coordinator?

      As a coordinator, you can transfer one or all of a practitioner's active records to another team member through the Record Management tab in the left-hand menu. Transfer options are available in the actions menu (three dots) to the right of each ...
    • 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 ...
    • What is the coordinator role?

      The coordinator role is optional and can be added by the administrator of a group organization in Psylio. This role was designed to improve record management within these organizations. The coordinator oversees a team of professionals and is ...
    • What information is included in a record transfer?

      When you transfer a record to a colleague, some information is always included, some can be optionally selected, and some is never transferred. Here's a clear breakdown of what's included and what's not. Always included in the transfer The following ...
    • How can I manage users in a group organization?

      Each group organization in Psylio has one or more administrators. As an administrator, you have access to the User management tab, where you can: View the list of active and inactive users in your organization. Manage members' access and roles. ...