User Guides
Overview on navigating Tacklit
42 articles
- New: A simpler way to add a clientAdding a client now takes two short steps. Similar names are flagged as you type, Next takes you to anything missing, and you can book their first appointment straight away.
- New: Family SafetyKeep related clients apart at booking and assignment. Group clients into families, then turn on the practitioner rule or the same-day location rule. Blocks never name the other person.
- New: Notes folders, filters and tabsThe notes tab has been updated. Organise notes into folders with access you control, find notes faster with search and filters, and open several notes at once as tabs.
- New: A tidier client headerThe top of the client profile has been tidied up. A new summary shows groups, packages, next appointment, consent, referrals and plan at a glance, and the action bar is…
- New: Customisable Profile Overview LayoutThe client profile overview now has a customisable grid layout. Superusers can configure which cards appear on the overview page, including invoices and client data fields, so practitioners see the…
- Telehealth setup: enabling your camera and microphoneHow to allow camera and microphone access in your browser for Tacklit telehealth sessions, and what to try if your audio or video is not working.
- Tacklit 360 CareOS Side View FeatureUse the Side View feature in Tacklit 360’s CareOS toolkit to display two screens side-by-side within a single browser window, so you can compare information, multitask, and keep context without…
- Booking cancellationsCancellation policies and how to manage them
- Appointment RemindersConfigure when and how appointment reminders are sent to clients — including email and SMS, timing options, and per-appointment-type controls.
- Navigating TacklitHow to navigate the Tacklit interface
- What is a client portal?The client portal is a secure online interface that allows your clients to access their own information and interact with your practice.
- Overview: How to get the most from GroupsGroups in Tacklit allow you to organize clients and manage group-based services such as group therapy, classes, or workshops. You can create groups, add clients to them, and manage group…
- What happens when a client books a service?Understanding the booking process from a client perspective
- Understanding user rolesOverview of different user roles in Tacklit
- What integrations are availableOverview of available integrations in Tacklit
- Psychometric Scores Over TimeHow to view client psychometric scores over time using the chart toggle on the Assessments tab.
- Referral Module - Status UpdateUpdates to the Referral Module including status visibility, filtering, and tagging improvements.
- What notifications does my client receive? How do I setup notification settings?Clients receive notifications for various events in Tacklit such as appointment reminders, forms to complete, messages from practitioners, and updates to their profile. You can customize notification sett
- Where is the link to the service referral form?The service referral form link can be found in the control panel under the Referrals section. You can generate a unique link to your referral form and share it with…
- Why is my booking unavailable?Troubleshooting unavailable bookings
- Why won't my client see my online booking link?Troubleshooting online booking link visibility
- Booking, amending and cancelling appointmentsHow to create, reschedule, and cancel appointments in Tacklit, including accessing client details and key actions directly from the calendar.
- Case Note PermissionsWe've added folder capability to the case notes feature, for services and practitioners to leverage when writing client notes. When writing a Case Note, the author of the case note,…
- Client Data Field Edit modeUse Edit mode on a client's Profile Information or Health Information section to open all fields at once for fast bulk data entry, rather than editing one field at a…
- Calendar tips and setupEssential tips and setup steps for getting the most out of the Tacklit calendar, including working schedules, views, integrations, and daily workflow advice.
- Multi Column Calendar ViewThis guide will walk you through the steps to effectively use the new features in our calendar, designed to help busy teams and administrators coordinate across multiple calendars more efficiently.…
- Setting up appointment typesA complete guide to creating and configuring appointment types in Tacklit, including duration, delivery mode, location, billing, and practitioner assignment.
- Setting up case notes to capture key dataDescription: CDF variables (data fields) can now be added to case note templates as fields in the heading. This will allow case notes to populate the client's 'profile information' directly…
- Episode of CareEpisodes of Care allows information to be collected for a client during a period of time. If a client returns to the service, a new episode can be opened to…
- Merging ProfilesYou can manage client profile merges inside the workspace control panel. This action is only available to Superuser role types. This article covers both a step by step guide for…
- Packages - How to setup and manage a package of careTo support the ability to better manage funders we have released a new feature Packages, which can be setup by a Superuser in the Control Panel to be utilised by…
- Psychometric Scores over timeTrack client progress over time using psychometric score charts in Tacklit. View trends across sessions for any assessment type to support clinical decision-making.
- Referral Module - Status UpdateThere are some updates now available in the Referral Module. Please see a summary below. Overview Referral statuses can now be viewed in the left menu, making it easier to…
- Sending information to clientsI will guide you on how to send information to clients using the Tacklit platform. I will show you a few methods. With the broadcast message, you can send a…
- Setting up automatic invoicing rulesIn this video, I will show you how to set up client invoicing rules as a super user or administrator. By accessing the client's profile and navigating to the invoices…
- Online booking link and booking flowYou can generate an online booking link that clients can use to book appointments directly through Tacklit. This streamlines the booking process and reduces administrative burden. Go to your account…
- Viewing number of sessions a client has hadI'll show you a super quick way to see the number of sessions a client has had, as well as viewing DNA's and cancellations. Plus, how to input the expected…
- Updating client Key Contacts and Referrer detailsIn this video, I will guide you through updating referrals and contact information for a client. By clicking into the client's profile, you can easily edit the referral source, add…
- Custom LabelsCustomise the terminology used across Tacklit to match your practice's preferred language; rename clients, practitioners, and groups to whatever fits your clinical framework.
- Correspondence In — Managing Incoming DocumentsSearch, filter, and manage incoming correspondence across all document types including surveys and consent forms.
- Flow: Session Confirmation Action ChecklistWhen running a consult in Flow, confirming a session, an action checklist now tracks progress across Billing, Assessments, Notes, Medical Information, and Next Appointment.
- Analytics V3 Guide