Changelog

You can now create multiple header and footer templates with different logos and contact information tailored to your different practice settings. Choose which locations and document types each template applies to.

Creating recurring appointments is now more flexible. You can create a recurrence with no end date, choose a specific end date, or set a specific number of occurrences. Recurrences with no end date automatically continue from year to year.

Navigation in record, profile, and multi-space lists has been improved. You can now choose the number of items displayed per page, go directly to a specific page, and select items across multiple pages without losing your selection.

Organization members can now create an action plan in a multi-space to set objectives, track progress, and add intervention strategies. Members with access to the space can evaluate how well each strategy is working and view evaluations and comments in one place.

You can now choose between light and dark themes in Psylio, or automatically use the theme set in your browser preferences. This option lets you adjust the display for a more accessible and comfortable experience.

You can now add images directly to your progress notes by uploading them or copying and pasting them. Images remain visible in the note and are also included when you print your notes.

When an email sent from Psylio cannot be delivered, a notification now shows the affected email address and the reason for the delivery failure. An alert also appears in records associated with an undeliverable email address so you can verify it.

Professionals in school organizations who use synchronized student search can now automatically update a manually created profile with official student information available through the synchronized search.

Use ⌘K on Mac or Ctrl+K on Windows to quickly access search. You can also view available shortcuts by pressing ? or from the user menu.