Changelog

You can now add comments to notes in multi-spaces. Mention a colleague using the @ symbol to bring important information to their attention. Mentioned users receive a notification in Psylio, making it easier to stay informed and collaborate with team members.

PDF generation for notes in records has been enhanced with new preset options available under the Print button. Quickly select notes from the current year, the previous year, notes matching the applied filters, or all notes in the record when generating a PDF.

Customize your calendar by assigning a colour to each of your services and choosing which services are available when scheduling appointments. Appointments are automatically displayed using the selected service's colour, making it easier to distinguish between different types of appointments at a glance.

You can now specify the relationship between a client or student and their contacts directly in the profile. Select a predefined relationship, such as parent, partner, friend, or healthcare professional. You can also identify an emergency contact and add up to six contacts to a profile.

You can now pin up to three main profiles in a record. Key information from these profiles is displayed directly in the record overview, including the person's name, email address, and phone number.

Adding taxes to your transactions is now simpler and faster. Select a predefined Canadian tax option from the dropdown menu and the platform will automatically calculate the amounts based on the transaction total. You can also set a default Canadian tax for your client invoices in the Finance settings.

The note approval workflow has been updated to better support clinical supervision. Supervisors can now create a record, share it with a supervisee, and enable note approval to ensure notes are approved before they are finalized.

Teams are now available for group organizations. Administrators can create teams and assign them to members to share records or link locations to an entire team in a single action. Access is applied automatically to all team members, reducing manual updates and making day-to-day management easier.

Record sharing has been updated to give you more flexibility. A new full access level lets multiple users work in the same record with access to essential actions. A side panel makes it easier to manage permissions, and sharing is now available directly from the record list.