Group Organization
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 ...
How can the coordinator transfer records?
The coordinator can transfer all of an advisor's records to another advisor or just a single record. The transfer options are accessible by clicking on the actions menu (the three dots) to the right of each advisor's name. Transfer all records: ...
What information is accessible to the coordinator?
The coordinator has an overview of the list of professionals in the organization. For each professional, the coordinator can see: First and last name Email address Professional title Number of institutional and confidential records Note: The ...
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 is the difference between collaborative spaces and record sharing?
Collaborative space: A secure area that allows members of the same organization to share information, whether related to a record or not. Enables adding notes, observations, or general information related to a person, group, or other. It is possible ...
What is the process for implementing Psylio in my organization?
First of all, thank you for your interest in Psylio! The first step in implementing Psylio in your organization is to receive a service proposal. In order for our team to send you a service proposal tailored to your needs, we ask you to complete this ...
I had a solo account and have just joined an organization. How can I avoid being billed as a solo customer?
When you join a group organization, you'll always have access to two accounts. The one under the name of your organization, and the one under your name. If you wish to avoid being billed for your personal account, you'll need to revert to the free ...
I connect to Psylio from Mozaïk-Portail, do I need to activate the MFA?
If you connect with Mozaïk-Portail, you will not need to activate multi-factor authentication, as Mozaïk-Portail already offers this feature.
How does record sharing work?
Sharing a record you created with a colleague: Open the record you own. Go to the Share tab. Click Add and select the collaborators you want to share the record with. Choose the type of access you want to grant and click Save. Types of access ...
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. ...
How do record transfers work?
To transfer a record that you own to a colleague in your organization: Open the record and the action menu in the left sidebar. Click on Transfer. Choose the colleague to whom you want to transfer the record. Confirm the transfer. To accept or ...
I’ve just joined my group organization on Psylio. How can I properly configure my account?
Welcome to your group organization! Here are three tips to help you get off on the right foot: 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. ...
My group organization has been created in Psylio. How to proceed as an administrator?
Welcome to your group organization! Here are some tips to help you get started with your organization in Psylio: Use the right account: When you log in to Psylio, you will see two accounts: one with your name and another with your organization’s ...
I use Psylio with my school service centre. Why doesn't the student search provide any results?
To take full advantage of the connection between Mozaïk-Portail and Psylio, you must log in to your Psylio account using the tile available in Mozaïk-Portail. If you access your account via www.psylio.com, you will automatically receive zero results ...
How can I have my progress notes approved by my supervisor?
As a trainee or student, you can activate the feature that allows your progress notes to be approved by your supervisor. To do this, you will first need to create the client record(s) in question. Once the record has been created, go to the Share ...