What’s the difference between a profile and a record?
Psylio allows you to view client records and your list of profiles separately. This distinction makes it easier to manage follow-ups and keep track of information for those who are currently being supported or waiting for services.
What is a client or student profile?
A profile contains a person’s general and long-term information.
It may include:
- Name
- Gender identity and pronouns
- Date of birth
- Job or occupation
- Contact details (address, phone number, email)
- School
- Contacts (guardians, parents, or any other related person)
You can create a profile before opening a record. This helps streamline the onboarding of a new client and allows you to store information for someone who is waiting for services.
To learn more, see the following article: What is a client or student profile in Psylio?
What is a record?
A record brings together all information related to a specific follow-up or service, along with the profiles of the clients or students involved.
A record may include:
- Record details (title, number, opening date, reason for request, etc.)
- Progress notes
- Documents
- Past and upcoming appointments
- Invoices and billing information
- Tasks
- Associated profiles
In the record list, the Associated profiles column shows the people linked to the follow-up. This makes it easy to quickly see whether the record involves an individual, a couple, or a group, and to access each profile’s information.
Related Articles
What is a client or student profile in Psylio?
What is a client or student profile? A client or student profile centralizes all the key information about a person and can be created without having to open a record right away. When you do create a record, the profile can be linked to it, so you ...