We've released Custom Letterhead Templates. You can now build your own branded letterheads in Tacklit and apply them to any letter you send — useful when you have multiple practitioners, services, or brands operating under one workspace and each needs to look different on the page.
Watch the walkthrough video below, or keep reading for a step-by-step guide.
What this feature does
Until now, every letter you generated in Tacklit used a single service-wide letterhead. With Custom Letterhead Templates, you can build as many letterheads as you need, give each one its own header and footer, and pick which letterhead to apply at the point of writing the letter.
Common reasons mental health practices use this:
Multiple clinicians under one practice who each want letters to go out under their own name and credentials (e.g. GP referral letters, court reports, treatment summaries).
Multiple services or brands sitting under one parent organisation — for example, a private practice arm and an EAP arm that need different branding.
Specialised correspondence like clinical reports, medico-legal letters, or supervision documentation that needs a distinct header from your standard client correspondence.
Who can use it
Custom Letterhead Templates are part of the Tacklit T26 version. Please reach out if you'd like this enabled in your account.
Once enabled, Superusers and Admins can create and manage letterhead templates. Practitioners can choose from the available templates when drafting a letter.
Creating a letterhead template
Go to Control Panel → Letterhead Templates.
Click Create Template.
Give your template a name (e.g. Dr Mango Letterhead, EAP Service Letterhead).
Build out the Header: add rows and columns to lay out your content, add text headings, body text, and images, and optionally apply a background colour. For example, you might place your name and credentials on the left and a logo on the right.
Build out the Footer the same way. This is a good place for clinic address, registration numbers, contact details, or confidentiality notices.
Use the live preview on the right of the screen to see exactly how the letterhead will appear as you build it. Adjust until it looks right.
Save the template.
You can edit, duplicate, or remove templates at any time from the same screen.
Tips for good letterheads
Keep the header compact — letters need room for content, especially if you're producing longer reports.
Put compliance details (registration numbers, AHPRA/HCPC numbers, ABN) in the footer rather than the header.
If you're a multi-practitioner practice, naming convention matters. Use clear template names like Dr Sarah Lee — Clinical Psychology rather than Template 1 so practitioners pick the right one.
Test what your letterhead looks like as a downloaded PDF before rolling it out — what looks good on screen sometimes prints differently.
Applying a letterhead to a letter
Go to Reports and Letters → Letter for your client.
Select the client and start a new letter (blank, or insert a letter template).
By default, the letter uses the service letterhead. To change it, open the letterhead selector at the top of the letter and choose any of your custom templates.
The letterhead will populate immediately. From here you can write your letter as usual, or insert one of your existing letter templates and pull through any client-specific custom data fields (CDFs).
You can switch the letterhead at any point while drafting — the body content stays put, only the surrounding letterhead changes.
Sending the letter
Once you've published the letter, sending it now works more like sending an email:
Click Add recipients. The client's associated contact (or key contact) is suggested by default.
Add additional recipients from the Address Book if needed — for example, the referring GP, a parent or carer, or a case manager.
Add a note to the recipient if you want to include a short message alongside the letter.
Choose to Send the letter directly to the recipient, or Download as PDF if you want to send it through another channel (post, secure messaging, etc.).
A record of the letter and who it was sent to is stored against the client's episode, so it's there for the clinical record and for any future correspondence.
Need help or want this enabled?
Custom Letterhead Templates are part of the Tacklit T26 version. Please reach out if you'd like this enabled in your account, or if you have questions while setting up your first template — we're happy to help you get it configured.