Changelog

Based on user feedback, we’ve added a new option to the client communication settings. You can now schedule appointment reminders to be sent 24, 48, or 72 hours before the appointment date. This flexibility allows you to better align communications with your clients' preferences while reducing the risk of missed appointments.

You can now use filters to manage your progress notes more effectively. You can filter notes by service episode or choose to view only drafts, pinned notes, or confidential notes. When printing, only notes that match your filters will be included.

For members of group organizations, the "intervention lead" filter allows you to see all the notes in a shared record or just your own interventions.

We’ve introduced new features that let you manage both confidential and institutional information within a single record. For group organizations, you can now easily distinguish between interventions related to confidential and institutional mandates within the same record. Additionally, users can mark an entire record as confidential using the "Mark as Confidential" option in the left-hand menu. This makes it easier to identify confidential records on the active records page.

The coordinator role is now available in Psylio and can be added by the group organization's administrator. This role aims to optimize record management within group organizations. The coordinator supervises a team of professionals and transfers records between advisors as needed. This saves time and minimizes service interruptions for clients.

It is now possible to mark progress notes as confidential. This allows professionals to enhance the confidentiality of sensitive data within client records. Confidential notes are automatically hidden when printing or saving all notes in a record as a PDF, as well as when sharing or transferring a record.

The new Memo and tasks section in the record overview allows you to note important elements and create specific task lists for each client. These notes and tasks are private and will not be visible to your client or colleagues when you share records.

You can now write notes, send invoices and emails with just one click directly from the overview tab in a client record. The sections for Reason(s) for consultation, Conclusion/Diagnosis, and Recommendations & Interventions are now located on this tab. Additionally, the three most recent notes are displayed, with tags indicating if they are drafts or pinned. Soon, you'll also be able to create a task list and write a memo for a client record directly in this tab!

You can now move files between the Documents and Raw data sections of your records. Select a file, use the move option, and confirm with your Psylio password. This gives you more flexibility and makes it easier to manage your documents and data.

When you pin a note, it will appear at the top of the list in the Progress notes tab. Pinned notes will appear first when printing the roadmap or all the notes in a record. If you unpin a progress note, it will return to its normal order, according to the date of intervention.