Once Custom Data Fields (CDFs) have been created by a Superuser, practitioners can use them day-to-day to record structured information in client profiles. This guide covers how to find, fill in, and make the most of CDFs.
Where to find CDFs
CDFs appear in the Profile Information section of each client profile. They are organised into categories (as configured by your Superuser) and may include text fields, dropdowns, dates, numbers, and checkboxes.
Entering data
Open the client's profile.
Navigate to Profile Information.
Click into any field to enter or update its value.
Changes save automatically or when you click away from the field.
If a field uses conditional logic, it will only appear when the relevant conditions are met — for example, a "Medicare Provider Number" field might only show when "Funding Source" is set to "Medicare".
Change history
Tacklit tracks changes to CDF values over time. You can view the history of a field to see what the previous value was and when it changed. This is important for clinical governance — for example, tracking how a client's risk level or diagnosis has changed throughout their care.
Where CDF data flows
Reports and letters — CDF values can auto-populate in report and letter templates, saving practitioners from retyping information.
Analytics — CDF data is available in the analytics CDF report, enabling practice-wide reporting on structured data points.
Case notes — When CDFs are added to case note templates, updating the field in a case note automatically syncs the value back to the client profile.
Tips for effective CDF use
Fill in CDFs at intake so reports and letters have the data they need from the start.
Update CDFs regularly — particularly fields like risk level, diagnosis, or treatment phase that change during the care journey.
Use dropdowns rather than free-text where possible, as structured data is much more useful for reporting and analytics.