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New: Menu & Navigation Update

A tour of Tacklit's redesigned navigation — a clearer left-hand nav, tidier control panel, consolidated invoicing, a rebuilt client profile menu, instant search, pin-and-jump hotkeys, and stronger episodic care support.

New: Menu & Navigation Update

We've reorganised Tacklit's navigation to make everything faster to find and easier to move around. This update covers the left-hand navigation bar, the control panel, invoicing, and the client profile menu — with new search and shortcut tools throughout.

📹 Video walkthrough

Prefer to watch rather than read? This short video walks through the navigation update from start to finish.


A clearer left-hand nav

The left-hand navigation has been reorganised into logical groupings with hover labels, so you can tell at a glance what each item does. It also adapts to smaller screens, staying usable however you're working.

A tidier control panel

Control panel items are now grouped into distinct categories with collapsible sections, so settings are faster to find and there's less to scroll through.

Invoicing in one place

The claims pipeline, write-offs and abandoned claims are now bundled together in a more logical order — with their useful counts kept — so everything invoicing-related lives in one place.

A rebuilt client profile menu

The client profile menu has been rebuilt into clear, collapsible sections:

  • Clinical

  • Care journey

  • Correspondence

  • Billing and funding

  • Record and consent

Grouping related items together makes it much quicker to navigate a client's record.

Instant search across both

Both the control panel and the client profile menu now include instant search, so you can type the name of any menu item and jump straight to it — no hunting through sections.

Pin and jump

Each user can pin up to five frequently used client profile menu items and jump to them with hotkeys, so the things you use most are always a keystroke away.

Better episodic care

There's stronger support for managing episodes of care, with episode-specific components clearly identified per episode — making it easier to work across a client's separate episodes.


If you have questions or need assistance, contact Tacklit's support team via the in-app chat button or support ticketing system for further help.

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