Changelog

A new Shared files ab is now available in student profiles for school organizations. It centralizes documents related to a student outside of follow-up records. Files added here are visible to anyone in the organization with access to the profile, making it easier to share documents securely.

A dashboard is now available for administrators, coordinators, and managers in group organizations. It offers quick shortcuts and helpful resources for you and your team. The dashboard will continue to grow with new content over time.

A new Manager> role is now available for school organizations. It allows certain administrative responsibilities to be delegated across schools. Managers can assign members to their schools and create or update student profiles, making it easier to keep information up to date.

Coordinators in group organizations now have a new option. In addition to transferring a record to a new recipient, they can also accept a transfer in progress on behalf of the original recipient. This enhancement helps ensure that records reach the correct account, preventing service interruptions or loss of information.

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.