Record keeping designed for independent practitioners.
Since its creation, Psylio has been designed to meet the record-keeping needs of helping professionals working in independent practice.Try it free
How do we help professionals in independent practice?
Optimal management of client files
Psylio offers to group together file management, financial management and scheduling within the same work tool. The platform allows you to manage individual, couple, family and group files, as well as their archiving.
Simplified financial management
Psylio allows you to manage both your income (creation of invoices and receipts, follow-up of pending payments) and your expenses, in addition to allowing you to generate detailed reports to facilitate the follow-up of your finances. Preparing tax reports and returns suddenly becomes much less stressful!
Security and compliance
Psylio allows for secure record keeping that complies with the requirements of professional orders, notably by ensuring that data is backed up systematically and by recording the history of changes made to files.
Professional record keeping for interns and doctoral students!
As an intern or doctoral student, Psylio will help you start your practice on the right foot by ensuring your record keeping complies with professional standards, and by structuring the administrative aspects. Your practicum setting doesn’t have a file management system? This is a turnkey solution.
Independant practice ; A type of entrepreneurship
Training for helping professions rarely includes administrative aspects, but starting an independent practice involves a lot of administrative tasks. Psylio simplifies what may seem complicated and allows you to dedicate more time to working with clients!
Facilitate your support process as a supervisor, coach or mentor!
As a coach, mentor or supervisor, Pyslio allows you to keep records that facilitate your support process and ensures the information is stored securely.
They trust us
« La plateforme Psylio répond définitivement à mes besoins en matière de tenue de dossiers, de facturation et d’agenda. Les ajustements réalisés au cours des derniers mois ont fait de ce logiciel un outil indispensable pour tout intervenant dans le domaine de la relation d’aide. Très facile d’utilisation, son interface est simple et conviviale. »
« Nous étions à la recherche d’une méthode de prise de notes efficace et facile d’utilisation. Psylio nous a permis d’optimiser notre pratique tout en permettant une meilleure transmission d’informations entre les professionnels lors de transfert. De plus, le service à la clientèle est A1. Nous le recommandons fortement! Vivement la connexion entre Mozaik et Psylio pour accélérer l’ouverture de dossier! »