How to update Profile Information in a client profile
The Profile Information section of a client profile contains structured data fields that capture key details about the client. These fields are defined by your practice using Custom Data Fields (CDFs) and can be updated by practitioners as client information changes over time.
Where Profile Information comes from
The data fields you see in a client's Profile Information section are created and managed by Superusers through the control panel (Settings > Custom Data Fields). Superusers define categories and individual fields — such as diagnosis, Medicare number, emergency contact details, or treatment goals — which then appear in every client profile for practitioners to complete.
How to update profile information
Open the client profile — search for the client and navigate to their profile
Go to the Profile Information tab — this displays all CDF categories and fields configured for your practice
Click Edit — enter edit mode to update the data fields
Update the relevant fields — enter or change the information as needed. Field types may include free text, dropdowns, dates, checkboxes, or multi-select options depending on how the field was configured
Save your changes — the updated information is saved against the client profile
Change history
Tacklit maintains a history of all changes made to profile information fields. Each time a field is updated, the previous value is preserved along with a timestamp and the name of the person who made the change. This is important for clinical governance — you can always see what information was recorded and when, creating a clear audit trail.
How profile information flows into reports
One of the key benefits of maintaining accurate profile information is that these fields can auto-populate into reports and letters. When you create a report for a client or their care team, data from the profile information section is pulled in automatically — reducing manual data entry and ensuring consistency across documents.
Who can manage profile information
Superusers can create and configure the CDF categories and fields that appear in profile information (via Settings)
Practitioners can view and update profile information for their assigned clients
Administrators can view and update profile information across all client profiles
Tip: Keep profile information up to date — especially fields used in reports (such as diagnosis, GP details, or referral source). Accurate profile data saves time when generating reports and ensures the information sent to external providers is current.