Changelog

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.

The record transfer process has been improved: it no longer automatically creates copies. From now on, when a practitioner or coordinator transfers a record, two options are available:

• Transfer without a copy: the record is moved to the new account without leaving a trace in the original account.
• Create a read-only copy: a version of the record is kept in the original account. This copy includes the notes and documents prior to the transfer. It can be viewed and printed, but cannot be modified or reactivated. It will remain archived until it is deleted.

A new section now lets you access and restore deleted records if needed. Keep in mind that deleted records are permanently erased after 30 days. Until then, you can review and recover them as necessary. This built-in trash bin gives you an extra layer of control over your records in Psylio.

Organization admins can now add and manage establishments linked to their organization. Each establishment can be assigned to specific members, and practitioners can now associate a record with an establishment. This update makes it easier to organize and manage records efficiently.

Admins and organization owners can now manage their subscriptions and organization settings directly in Psylio—no need to contact support to subscribe, add members, or adjust available seats. Everything is handled independently and efficiently from your account. And if you ever need assistance, our team is always here to help!

Solo users can now choose to pay for their subscription annually. This convenient option streamlines payment management, making it easier for those who prefer a one-time payment.

The calendar offers more control with the addition of two new settings. You can now set a daily appointment limit to automatically block additional bookings once the limit is reached. Additionally, you can establish a minimum delay to prevent last-minute appointment requests.

Organization coordinators can now use a dedicated tab in the Record management section to monitor all records awaiting transfer. This feature provides a clear overview of pending transfers, making it easier to track their progress. It simplifies coordination and ensures transfers are handled efficiently across organizations.