Facilitate Professional Collaboration

Use Psylio’s features to optimize collaboration and improve your organization’s workflows.

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Collaborative Spaces

Collaborative Spaces

Simplify collaboration among multiple professionals with collaborative spaces that enable secure information sharing.

Secure Record Sharing

Secure Record Sharing

Facilitate collaboration and improve efficiency within your team with secure record sharing.

Simplified Record Transferring

Simplified Record Transferring

Transfer record responsibility within your organization to ensure uninterrupted client follow-up and care.

And much more...

Note Approval

Streamline the supervision process by enabling supervisee progress notes to be co-signed with just a few clicks.

User Management

As your organization’s administrator, use Psylio’s user management features to view, invite and remove user access as needed.

Confidential Notes

Add private notes that remain confidential, even when the record is shared with another professional.

Frequently Asked Questions

  • How do collaborative spaces work?

    Collaborative spaces streamline teamwork by improving communication and information sharing among colleagues while ensuring the protection of confidential data. They allow you to centralize documents and notes without sharing the entire record, making collaboration easier and more secure.

  • How does record sharing work?

    You can share records with colleagues by selecting one of three access levels: read-only, reading and writing, or approval. This provides flexibility while allowing you to control the permissions for the records you create.

  • How do record transfers work?

    When you transfer a record, you assign responsibility for follow-up to another member of your organization. You can also choose which sections to transfer, such as institutional notes and documents, confidential data, or raw data.

  • What is the role of a coordinator within the organization?

    The coordinator manages records within the team and helps transfer records from one professional to another when needed, minimizing interruptions in service for clients. However, coordinators do not have access to the content of the records.

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