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 will only see it when you print or save the notes in PDF format but don't worry, it's there!
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How do I set up the header and footer for my notes?
What is the purpose of the header and footer? The information in your header and footer, such as your logo, signature, and licence number, will be used when printing or saving your progress notes and invoices as PDFs. Once a note is recorded, the ...
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 ...
How do I print notes in a record?
In the Progress Notes section of each of your records, you have three printing options. Print a single note: Click on the three dots in the upper right corner of the note. Select the Print button. A PDF file will be automatically generated by the ...
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. ...