Organizations
How do I create a work team?
Work teams help simplify collaboration by grouping multiple members of an organization into a single team. They make it easier to manage access permissions and avoid having to share records individually with each member. This feature is especially ...
How do I remove seats from my organization?
As the owner or responsible administrator of your organization, you can adjust the number of seats when someone leaves your organization or is away for an extended period. Step 1: Remove a member’s access Before you can remove a seat, you must first ...
How do I switch from an organizational account to an individual account?
Whether you are a practitioner or an organization manager, if you decide to leave or close your organizational workspace on Psylio to continue in private practice, it is important to carefully plan the transfer of client records and financial ...
How do I assign a role as an administrator?
As an administrator, you can assign roles to members of your organization in Psylio. Assigning a role Go to Settings > Members. Find the member in the active members list. In the Role(s) column, use the dropdown menu to add or remove a role. Changes ...
How do I assign schools to members of my organization?
As an administrator or manager in Psylio for a school service centre, you can assign schools directly to members of your organization from the Members tab in Settings. Why assign schools? Assigning schools helps you: Give members access to student ...
How can I invite members using a CSV file?
As an administrator, you can invite multiple members to your Psylio organization by importing a CSV file. Here’s how to prepare and upload your file. Check Your Subscription The number of members you can invite depends on your subscription: Free ...
How do locations work?
Administrators in a Psylio account can add locations and assign members to them. This allows practitioners to link a location to their student or client profiles, and to sort and filter their lists based on the associated location. Add a location To ...
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 is the organization’s logo used?
Organization logo The logo set by the organization owner is automatically applied to all automated communications sent to clients on behalf of all practitioners. This includes the following notifications: Appointment confirmation Appointment changes ...
What’s the difference between a confidential record and a partially confidential record?
On Psylio, all data saved in an account is protected by robust security measures. This means everything is confidential by default. However, in group organization settings, certain elements can be tagged as confidential for additional protection. Why ...
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 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 ...
What roles are available in Psylio?
Psylio offers different roles to help manage tasks within your organization. Each role comes with its own permissions and responsibilities. Practitioner Focused on clinical practice and client/student follow-up. Responsibilities: Manage their own ...
What is the difference between a collaborative space and a shared record?
In Psylio, there are several ways to collaborate with your colleagues. While they all allow you to share information, they serve different purposes. Collaborative spaces A collaborative space is a secure environment designed to centralize exchanges ...
How do I create a collaborative space?
Collaborative spaces make it easy to share information and communicate with your team while ensuring data confidentiality. They allow you to share details related to a client record without granting access to the entire record. How to Create a ...
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 ...
Do I need to enable MFA if I use Mozaïk-Portail to sign in?
If you sign in to the platform through Mozaïk-Portail, there's no need to enable multi-factor authentication—this feature is already built into the portal.
How does record sharing work?
You can share a record with colleagues, interns, or doctoral students to collaborate in Psylio. Share a record Open the record you want to share. Click the action menu (three dots) below the record title. Select Share. In the side panel: Add the ...
How do I manage members in my organization?
Each group organization in Psylio has one or more administrators. As an administrator, you can use the Members tab to manage the users in your organization. What you can do in the Members tab View active, invited, and inactive members Manage member ...
How do record transfers work?
As a practitioner in a group organization, you can: Transfer a record you created to a colleague, including its contents and the responsibility for follow-up. Accept or decline a record transfer initiated by another member of your organization. ...
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 does note approval work?
Psylio allows supervisors to review and approve notes written by a supervised user, such as an intern or doctoral student. The supervised user must be part of your group organization in order for their notes to be approved. Share a record with your ...
Can I use Psylio as an intern or doctoral student?
Yes, you can absolutely use Psylio as an intern or doctoral student. If you are part of a group organization in Psylio, you can: Receive shared client records from your supervisor Use the note approval feature Note approval The note approval feature ...