Recordkeeping
Does the platform have its own spell checker?
No, the platform does not have a built-in spell checker. However, it works with your browser's spell checkers. If your browser’s spell checker is enabled or if you use a spelling correction extension, it can help you find and fix spelling errors ...
What is a confidential note?
How to mark a note as confidential? To mark a note as confidential, you have two options: While drafting a note: At the bottom of the writing space, check the Confidential box. After the note has been recorded: On the progress notes page, click on ...
Is it possible to use voice dictation to add a note?
Voice dictation is a convenient feature that makes note-taking accessible and easy. On Psylio, you can use this technology to quickly and efficiently add notes. How to use voice dictation to add a note: Ensure your device supports voice dictation and ...
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. ...
How can I archive or reactivate a record?
With Psylio, you can easily archive your records in a dedicated area of the platform and reactivate them at any time. Follow the procedures below to archive, view, and reactivate your records. Archiving a record: Open the record you want to archive. ...
How to import client records from another platform into Psylio?
Currently, it's not possible to directly import client records from another platform into Psylio. However, you can import client information into Psylio by following these steps: Create records manually: Begin by creating individual records for each ...
How to move a document to the raw data section and vice versa
Moving a file from the "Documents" section to the "Raw Data" section of a record: Select the file you want to move. Click on the Move to raw data option. The file will be removed from its current location and will only be accessible in the Raw data ...
How do I pin a progress note?
It is possible to pin one or more progress notes in a client record! How does it work? A pinned note will automatically appear at the top of the Progress notes section for that record. This ensures that important information is immediately visible to ...
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 ...
How can I access key information in the record while writing a progress note?
When writing a progress note, you can quickly access important information in the record without interrupting your workflow. Here's how to proceed: To view the reason for consultation, conclusions/diagnosis, or any other information in the record ...
How can I record raw data in Psylio?
Follow these steps to securely record raw data in the platform: Open the relevant client record. Click on the Documents section. You'll see a dropdown menu under the Documents tab, where you'll find the Raw data option. Add your raw data in this ...
When I download my records, how do I remove the special characters from the files in .csv format?
You may sometimes notice illegible characters when you open .csv files after exporting your records. If you use an Apple operating system, here is how to proceed to make these characters legible: First of all, the exported file will be in .csv ...
Why can't I upload a document to a record?
There may be several reasons for this. The size of your file may exceed what is accepted by the platform. The file must not exceed 25 MB. The title of the document may contain more characters than allowed by the platform. Please ensure that the title ...
How do I delete a test record?
Before you can delete a record, you must first archive it. To do this, simply open the record and click on "Archive record". Then, once the record has been archived, all you have to do is open it again, and this time you'll have the option of ...
How do I create a couple/family record?
If your professional order's recordkeeping standards allow it, you can create files for couples, families, or groups. To do this, Follow the regular method for creating a new record. You can then click on Update in the left-hand menu, to edit the ...
Is it possible to change the patient's name during the follow-up?
Absolutely! The information in the profile can be modified during the follow-up. Simply go to the patient's profile, click on "Edit", and save the changes.
How can I manage my waiting list?
There is currently no waiting list management function as such, but we suggest that you simply add a "W-" in front of the record number, which will allow you to use the filter to group together all of the records in your waiting list and view them in ...
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 ...
Is it possible to print the notes contained in a record?
Absolutely! There are three options for printing or saving in PDF format. 1. You can print an individual note by selecting the note and clicking on the "Print" button, which can be accessed by clicking on the three small dots in the top right-hand ...
Is it possible to modify a note that has been added to the record?
Follow these steps to modify a note that has been added to a record: Click on Edit in the top right corner of the note. Make any desired changes to the note and click on "add to record" once again. Click on the three dots at the top of the note to ...
How do templates work?
Templates were created to help you save time in managing your records and to ensure consistency in your progress notes. You have the option of using pre-written templates from our team or creating your own. Access the Templates section by clicking on ...
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 ...