Templates in Tacklit help you standardise the information you collect from clients and the documents you produce. They are managed through the Forms section in the left-hand navigation.
Accessing Templates
Click Forms in the left-hand sidebar to see all your existing templates. From here you can create new templates or edit existing ones.
Types of Templates
Form templates — Used for intake forms, assessments, questionnaires, and any structured data collection from clients or within clinical notes.
Invoice templates — Standardise your invoice layout and default line items for consistent billing.
Consent forms — Create consent documents that clients can review and sign electronically as part of their onboarding or before specific services.
Creating and Editing
To create a new template, click the Create button within the Forms section. You can add structured questions, free-text fields, and link fields to Client Data Fields (CDFs) so that responses automatically update the client's EMR record. Editing an existing template only affects future uses — it does not change data already collected using that template.