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Your everyday ally

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

Advisor
1

More than a simple calendar.

  • Appointment management
  • Recurring appointment configuration
  • Access to pending appointment requests
  • Appointment creation from the client’s record
  • Personalized schedule
  • External calendar synchronization (to come)
2

Recordkeeping is key!

  • Progress note management
  • Document import
  • Complete client profile
  • Unlimited record creation
  • Unlimited record archive
  • Progress notes history (to come)
  • Couple sessions management (to come)
  • Electronic signature (to come)
3

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 (to come)
  • Partial payment management (to come)
  • Payment register (to come)
  • Billing for conferences, training or other miscellaneous expenses (to come)
4

A reliable intermediary between your clients and you

  • Access to upcoming appointments
  • Availabilities visualization
  • Access to your profile
  • Complementary services search
  • Appointment reminders by email or text message (to come)
  • Online payments (to come)
  • Online receipts (to come)

With Psylio, focus on the essentials: your customers.