Changelog

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.

The Notification Centre, now accessible from the bell icon in the left-hand menu, centralizes all your notifications. It keeps you updated on appointment requests, confirmations, and cancellations. Organization members can also view notifications pertaining to record sharing, transfers, and collaborative spaces. Everything is centralized in one place to make communication management smoother and more efficient.

Managing records and progress notes is now easier with new filtering options. You can sort records by status or opening date, while organization members can also filter by record type. For progress notes, filters are available for status, type, and creation date. Organization members can additionally filter notes by their owner for more precise tracking.