Notes in Tacklit are your core clinical documentation tool. They are accessed through the client file and support structured data collection, collaboration, and EMR integration.
Accessing Notes
Open a client's file and navigate to the Notes section. Here you can view all existing notes for that client, see their status (completed or incomplete), and create new notes.
Creating a Note
When creating a new note, select a template to structure the content. Templates can include free-text fields, structured questions, and fields linked to Client Data Fields (CDFs). Add your content and the note will autosave as you work — no need to manually save.
Key Features
Private or shared — Notes can be kept private to the author or shared across the care team, supporting both individual record-keeping and multi-disciplinary collaboration.
Client Data Fields (CDFs) — Link note fields to CDFs so that information captured in a note automatically updates the client's EMR record.
Structured questions — Use templates with structured questions for consistent data collection across sessions.
Attachments — Attach relevant data and documents to notes for a complete clinical record.
Download — Notes can be downloaded for external use or record-keeping.
Status tracking — View completed versus incomplete notes to stay on top of your documentation.