Changelog

The finance settings have been redesigned for improved clarity and flexibility. Services in invoices and financial entries are now organized under two tabs (Revenue and Expenses), making data entry simpler and lists easier to navigate. You can still customize your categories and taxes as needed.

For organizations, administrators can now create and manage shared lists for revenue and expense categories, as well as third-party payers.

School service centre coordinators and independent practitioners can now identify, compare, and replace duplicate student or client profiles. When a profile is replaced, all related records are automatically updated with the new one. This ensures that each student or client has a single, accurate, and up-to-date profile, whether within a school organization or an independent practice account.

We’ve added a new Uploaded by column to the documents section of records for group organizations. This makes it easy to see who added each document, improving traceability, compliance, and management of shared or archived records.

A new Shared files ab is now available in student profiles for school organizations. It centralizes documents related to a student outside of follow-up records. Files added here are visible to anyone in the organization with access to the profile, making it easier to share documents securely.

A dashboard is now available for administrators, coordinators, and managers in group organizations. It offers quick shortcuts and helpful resources for you and your team. The dashboard will continue to grow with new content over time.

A new Manager> role is now available for school organizations. It allows certain administrative responsibilities to be delegated across schools. Managers can assign members to their schools and create or update student profiles, making it easier to keep information up to date.

Coordinators in group organizations now have a new option. In addition to transferring a record to a new recipient, they can also accept a transfer in progress on behalf of the original recipient. This enhancement helps ensure that records reach the correct account, preventing service interruptions or loss of information.

Coordinators can now transfer records from members who are no longer practicing within the organization to an active member of their team. This new feature helps centralize and efficiently manage all records within an organization, regardless of the member’s status.

Managing clients is now easier in Psylio with redesigned profiles. You can access all client and student information from the new tab in your main menu. We’ve also simplified how you create records — link profiles in just a few clicks and start your follow-ups right away. The records list has been improved with quick previews, instant contact options, and faster access to key information to help you work more efficiently.