Facilitate Professional Collaboration
Use Psylio’s features to optimize collaboration and improve your organization’s workflows.
Multi-spaces
Simplify professional collaboration with dedicated spaces for secure information sharing, action tracking, and communication.
Secure Record Sharing
Facilitate collaboration and improve efficiency within your team with secure record sharing.
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
Multi-spaces simplify teamwork by improving communication and information sharing among colleagues while protecting confidential information. They allow you to centralize documents, notes, and follow-up actions without giving access to the professional record, making collaboration smoother and more secure.
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.
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.
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.