How to review a report
Tacklit's report and letter builder includes a built-in approval workflow that allows you to have your work reviewed by a colleague before it's sent to a client or external provider. This is particularly valuable in clinical settings where peer review improves quality and ensures accuracy.
How the approval process works
Requesting a review
Complete your report or letter — write the content in the report builder, filling in all relevant sections
Click Request Approval — this initiates the review workflow
Select your reviewer — choose a colleague from your practice who should review the document. This could be a senior clinician, supervisor, or any team member with the appropriate permissions
Submit for review — the reviewer receives a notification that a report is waiting for their feedback
Reviewing and providing feedback
When you're selected as a reviewer:
Open the report — access the report from your notifications or the client's profile
Review the content — read through the report sections and assess the content
Add comments and feedback — leave comments on specific sections of the report. You can highlight areas that need changes, suggest edits, or confirm sections are ready
Approve or request changes — either approve the report for sending, or send it back to the author with your feedback
Collaborating on revisions
The approval workflow supports back-and-forth collaboration. The original author can review feedback, make updates, and resubmit for approval. Both parties can add comments and track changes throughout the process until the report meets the required standard.
When to use the approval workflow
Clinical reports — ensure diagnostic summaries, treatment plans, or discharge reports are reviewed before going to referrers or GPs
Letters to providers — have a colleague check referral letters or correspondence before sending
Supervised practitioners — registrars or provisionally registered practitioners can route reports through their supervisor for sign-off
Multi-disciplinary teams — get input from team members across disciplines before finalising a shared care report
Tip: The approval workflow creates a record of who reviewed the report and when, which is valuable for clinical governance and audit purposes.