Changelog

Addition of the coordinator role

New

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.

Memo and tasks

New

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.

Overview tab redesign

Improvement

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!

Move documents to raw data and vice versa:

Improvement

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.

Pinned notes

New

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.

Quickly send payment receipts to clients

Improvement

When an invoice is marked as paid, you can now quickly send the receipt directly to the client. Email addresses saved in the record’s profiles are automatically suggested for sending the receipt, but you can also add or remove email addresses manually.

Improved raw data confidentiality

New

Following suggestions from our users, we've made changes to how raw data is handled, in order to enhance confidentiality. The previous method, which required adding a password from outside the platform before importing raw data into the Documents section, was not user-friendly.

We have simplified the process so that you can now protect your raw data with a password as soon as you export it from the platform. Raw data also remains confidential when a record is shared or transferred.

Enhanced financial settings

Improvement

To comply with current tax requirements, several improvements have been made to the finance and billing tabs.

  • The Transaction summary available in each client record has been revised and improved, now allowing you to easily find the method(s) of payment used by your client. When an invoice is cancelled, a reason must be entered to provide more transparency in case of an accounting audit. The reason is also included on the invoice.
  • Cancelled invoices are now visible in the Unpaid invoices section, under the Finance tab in the left-hand menu. This groups together all cancelled invoices and makes them more easily identifiable.
  • Finally, optional questions have been added when creating a transaction in the Finances tab. These include the payment method used, as well as the billing and payment dates.

Introducing Jade

New

Jade has been designed to improve your visibility on search engines, allowing you to reach a wider audience. Your future clients will now be able to find your services more easily thanks to user-friendly navigation on Jade.

Jade is also made to accompany and support your clients throughout their consultation process.

Discover Jade
Preview of Introducing Jade

Collaborative spaces

New

Collaborative spaces allow you to optimize teamwork with your colleagues by simplifying communication and exchanges, while protecting confidential information.

What is the difference between a collaborative space and record sharing?

The collaborative space is a secure area that allows you to choose the information that is shared among members of the same organization.

Record sharing, on the other hand, is a complete sharing of the client record. For example, it is not possible to hide certain notes when sharing a record.

Finally, the collaborative space is not a client record, but a secure area that allows you to add follow-up notes, observations, or general information related to a person or group. You can also upload documents, which will be visible to all members of the space. Members can leave the collaborative space or invite other collaborators at any time.

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