The client profile in Tacklit organises all important documents, clinical data, and communication history in one place. This guide explains where to find each type of information within the client profile.

Consent forms sent to and completed by the client are stored in the client's profile. You can view the status of each form (sent, completed, or pending) and access the completed form content. Consent forms are typically sent as part of the onboarding workflow when a client first engages with the practice.

The Files tab stores any documents uploaded to the client's profile, such as referral letters, external reports, scanned documents, or correspondence. Both practitioners and administrators can upload files here, and all uploads are date-stamped for reference.

If your practice uses intake surveys or feedback forms, the client's responses are accessible from their profile. This includes any pre-appointment questionnaires or onboarding forms that were completed during the intake process.

The Assessments tab shows all psychometric measures administered to the client (e.g. PHQ-9, GAD-7, K10, DASS-21). You can view individual assessment results and track scores over time to monitor clinical progress. See Psychometric Scores over time for more on tracking outcomes.

If journaling is enabled for the client, their journal entries are accessible from the profile. Digital journals allow clients to record reflections, mood tracking, or therapeutic exercises between sessions. Practitioners can review these entries to inform their clinical work.

The Reports tab contains all reports and letters created for the client — including those in draft, under review, and published. You can access the full content of each report, see who authored and reviewed it, and track its send history.

The Appointments tab provides a complete history of all appointments for the client, including past sessions, upcoming bookings, cancelled appointments, and no-shows. Each appointment entry links to any associated case notes and invoices.

The Referral & Contacts section stores the client's referral information (referrer details, referral date, referral reason) and key contacts (GP, emergency contact, employer, guardian, or other care team members). This information is used across the platform for invoicing, reporting, and communication.

The client profile uses a tabbed layout so you can move quickly between sections. The main tabs include: Overview, Profile Information, Activity, Case Notes, Files, Responses, Assessments, Insights, Reports, Appointments, Invoices, and Referral & Contacts. Use these tabs to navigate directly to the information you need.

Tip: If you're looking for a specific document or piece of information and aren't sure which tab it sits under, start with the Activity tab — it provides a chronological view of all actions and updates on the client profile.