Client & Student Profiles
How do I identify a main profile in a record?
For group follow-ups that contain multiple associated profiles, you can identify up to three main profiles. Main profiles are displayed in the record overview, allowing you to quickly access the most relevant contact information. Why identify main ...
How do I create a client or student profile?
Client or student profiles allow you to store key information about the people you support, whether they are currently receiving services or waiting to be seen. Create a client or student profile From the left-hand menu, select Profiles. Click Add a ...
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 ...
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 ...
How do I update a client’s name?
You can update the information in a client’s profile at any time. How to change a client’s name Open the client’s profile. In the Profile section, click Edit. Make the necessary changes. Click Save to apply them. How to change a record title Updating ...