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.
