Your everyday ally

Manage your records, schedule and billing in total security and in compliance with professional order requirements.


Recordkeeping is key!

  • Progress note management
  • Document import
  • Complete client profile
  • Unlimited record creation
  • Unlimited record archive
  • Electronic signature
  • Couple sessions management
  • Progress notes history
  • Customizable templates
  • Identification of the professional and the client on each record
  • Possibility of recording in draft mode
  • Record ownership transfer between stakeholders from the same organization’s group
  • Record sharing with other persons in your organization (read-only or read-write)

No more billing hassles.

  • Invoice customization (logo, signature, etc.)
  • Client-based rate customization
  • Support for external payers (for example, employee assistance programs)
  • Revenue tracking, total and per client
  • Expense management for freelancers
  • Payment register
  • Billing for conferences, training or other miscellaneous expenses
  • Detailed billing (several services or sessions)
  • Customizable Global Portrait
  • Taxes calculation (if applicable)
  • Tracking of unpaid invoices
  • Sending electronic invoices/receipts
  • Client-based Transaction Summary

More than a simple calendar.

  • Appointment management
  • Recurring appointment configuration
  • Access to pending appointment requests
  • Personalized schedule

A reliable intermediary between your clients and you

  • Access to upcoming appointments
  • Availabilities visualization
  • Access to your profile
  • Complementary services search (by geolocation)
  • Appointment reminders by email
  • Online receipts

Focus on the essentials:
your customers

Give Psylio a try