Optimize Your Recordkeeping
Manage your client records effortlessly with Psylio. Save time, standardize your notes and prioritize security and compliance in your practice!
Customizable Templates
Use our customizable note templates to standardize your notes and ensure accurate documentation.
Secure Writing Space
Enjoy a user-friendly writing space that facilitates quick and secure note taking. Automatically organize your notes by date of intervention and easily view your drafts.
Automatic Signature
Eliminate the need for manual signatures and ensure professional standards with our customizable headers and footers.
And much more...
Memo and Tasks
Organize client-related information and reminders efficiently by keeping a task list and memo in each record.
Pinned Notes
Pin progress notes in your records for quick access to important information.
Raw Data
Ensure the security of sensitive information by storing raw data in a dedicated, password-protected section.
Client Profiles
Create a detailed profile for each client and add up to ten additional profiles for individuals linked to the record.
Unlimited Archiving
Store archived records on the platform as needed for your professional requirements.
Document Storage
Upload important documents to your records and easily attach files to progress notes.
Previous Notes
Review your client's follow-up history directly within the writing space, without having to leave your draft.
Note Printing
Save time with automatically applied headers and footers when printing all notes in a record, individual notes, or the roadmap.
Record Overview
Quickly access key record details such as the reason for consultation, the client’s email address, third-party payers, and more.
Revision history
Access the full history of changes made to your progress notes for complete traceability.
Voice Dictation
Write progress notes anywhere, completely hands-free, using voice dictation.
Automatic Backup
Enjoy complete peace of mind knowing your notes are automatically backed up every five seconds.
Frequently Asked Questions
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Can I create my own note templates in Psylio?
Absolutely! While we offer several pre-written templates to get you started, you can easily create your own templates to suit your needs.
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Can I edit a note that’s already been saved in a record?
Yes, Psylio allows you to update your notes at any time while keeping a full history of changes, including the date of the most recent modification.
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Can I archive or reactivate a record?
Definitely! You can archive or reactivate records whenever you need. Archived records remain fully accessible, and with the paid Essential plan, you can keep unlimited archived records.