General How To Guides
Collection of helpful guides for using Tacklit
51 articles
- Why can't I see all my dataUnderstanding data visibility and permissions
- How to create a templateHow to create templates for use in Tacklit
- How to invite practitionersHow to invite practitioners to your practice
- How to manage groupsHow to create and manage groups in Tacklit
- How to manage notesHow to create and manage notes in Tacklit
- How to manage templatesHow to manage and edit templates in Tacklit
- What is an invoiceUnderstanding invoices in Tacklit
- How to lock Episodes of CareOnce an Episode has been marked as inactive, the information pertaining to that episode can only be amended by superusers.
- How do I block time out in my calendar?Block out time in your Tacklit calendar for personal appointments, admin tasks, or breaks. Covers creating calendar events, time blocking, and using highlights.
- How to book and invoice ActivitiesWe've added a new type of appointment to our calendar feature and it's called Activities. Activities are calendar events that do not include communica
- How can I get my data from Tacklit?Certain data collected in Client Profiles, Custom Data Fields and other data fields in the platform can be collected and reported on in a variety of ways. Contact us to…
- How to setup Medicare in your serviceTacklit allows services and practitioners to submit an online claim with Medicare or DVA directly. To make a claim, the invoice needs to be marked Con
- How to add static Microsoft Teams meeting link to Tacklit Telehealth SettingsIf you need a permanent meeting link for team members, Microsoft Teams allows you to create a static meeting room. Instead of scheduling a recurring invite, this method provides a…
- How to assign a practitioner to a client profileAssign or change a practitioner on a client profile. Covers practitioner search, client counts, reassignment, and the team tab for capacity management.
- How to create a case note template and write a case noteCreate case note templates and write case notes for clients. Covers template setup, heading toggles, mandatory fields, linking to appointments, and writing notes from the client profile.
- How to create a digital micro-journal templateHere is the process of creating micro check-in programs, that can only be created by practitioners. By going to the forms tab, you can view the templates created by your…
- How to find key client documents and informationNavigate the client profile to find key documents and information including consent forms, attachments, survey responses, assessments, journals, reports, appointments, and referrals.
- How to reactivate a client profileAll users have the facility to reactive a client. - Super users and admins can reactivate any client - Clinicians can reactivate their own clients Select Clients on left hand…
- How to search for a clientYou can search for a client using the search bar in the top right corner of Tacklit. Use 'Client Name' to search for 'First Name Last Name' or 'Last Name…
- How to share psychometric results with clientsHow to include psychometric assessment results in reports and letters, and share them with clients or their care team through Tacklit.
- How to update Profile Information in a client profileUpdate and manage client profile information using custom data fields (CDFs). Covers data entry, change history, and how profile data flows into reports.
- How to use facilitated onboardingFacilitated Onboarding is generating a link so that you can complete a survey on the client's behalf. You can also scan a QR code to access this link, so that…
- How to view and create client invoicesView, filter, send, and create client invoices in Tacklit. Covers invoice management, service invoice creation, status changes, and accounting software integration.
- How to download a reportFor reports that have been published or are in review, you can click on the 'download as PDF' at the top of the report. The button is not visible when…
- How to review a reportUse the request approval workflow to have reports and letters peer-reviewed before sending to clients or providers. Covers reviewer selection, feedback, and collaboration.
- How to send an invoiceSend invoices to clients, employers, or care team members directly from Tacklit. Covers the invoicing tab, recipient selection, and sending process.
- How to send messages to a clientSend SMS messages to individual clients, all clients, or specific groups directly from Tacklit. Messages are one-way with a 640 character limit.
- How to send reports and lettersI will show you how to access your report list, search for specific reports, and view draft reports that have not been sent yet. Additionally, I will demonstrate how to…
- How to view my list of reports or lettersAs a super user, you have the privilege to access all published or self-written reports and letters, as a Practitioner you can view your own reports list. All published reports…
- How to create Custom Data Fields (CDFs)In this video, I will show you how to create custom data fields (CDFs) in the client profile. To create CDFs, access the control panel and navigate to the care…
- How to utilise Custom Data Fields (CDF)?I will show you how to utilize custom data fields in your client profile. From the client profile, you can quickly and easily input data into the custom fields that…
- How to take a payment in TacklitRecord payments against client invoices using EFTPOS, credit card, direct debit, cash, or manual entry. Payments are logged and stored against the client profile.
- How to update my invoice headerTo update your invoice header as a super user, go to the control panel and then to the accounting/invoicing tab. You can then edit your invoice header by providing your…
- How do I send forms or assessments to clients?You can send forms and assessments to clients directly from Tacklit. There are several ways to do this: You can send forms from within a client profile, and the client…
- How do I set up integrations, like calendar or stripe?To set up integrations in Tacklit, go to the control panel as a super user or administrator. From there, you can access the integrations tab where you can connect various…
- How do I set up my Medicare Provider number?To set up your Medicare Provider number in Tacklit, go to your user profile settings as a super user or administrator. Look for the Medicare section and enter your provider…
- How do I set up my working schedule?You can set up your working schedule in Tacklit to define when you are available to see clients. Go to your user profile and look for the working hours or…
- How do I setup 2FA? And how do users log in using multi factor authentication?Two-factor authentication (2FA) adds an extra layer of security to your Tacklit account. To set up 2FA, go to your account settings and enable two-factor authentication. You will be asked…
- How does my client experience onboarding?When a client first signs up for Tacklit, they go through an onboarding process. This typically includes creating their account, setting their communication preferences, completing initial assessments or
- How to customise and search my client list viewThe client list view can be customized to show the information most relevant to you. You can add or remove columns, sort by different fields, and search for specific clients…
- What's the difference between an Appointment Type, Event and Activity?An appointment is structured information created by your service, including details like the name, duration, cost, and modality. This structured information can be automatically imported into an invo
- What are custom data fields (CDF)?Custom data fields are a way to collect and store information specific to your business needs and the way you manage client information. You can define and customize fields that…
- Payment ProcessingTackle allows you to take payments from your clients. When you take a payment and it's linked to an invoice, the invoice status will automatically update to 'Paid'. Accepted Payment…
- Pushing an invoice to Sage Business CloudThis article explains how to push invoices from Tacklit to Sage Business Cloud Accounting. Once you have set up the Sage Business Cloud integration, you can push invoices directly from…
- What are profile tags?Profile tags are labels that you can apply to client profiles to help organize and categorize your clients. You can create custom tags based on your needs such as insurance…
- What are the different client types I can add to Tacklit?Tacklit allows you to add different types of clients to your system. The main types are: Individual clients - single adults or children Guardian-managed clients - minors or adults with…
- What code do I enter when logging in to Tacklit?If you have two-factor authentication (2FA) enabled on your Tacklit account, you will be asked to enter a code when logging in. This code is typically sent via SMS, email,…
- Admin - Settings overviewOverview of admin settings in Tacklit
- Confirming and running sessionsHow to confirm and run sessions in Tacklit
- Building Forms in Tacklit's New Form BuilderA step-by-step guide to designing, customising, and publishing branded forms in Tacklit's new form builder — advanced question types, conditional logic, pagination, branding, and tailored completion pages.
- New: Menu & Navigation UpdateA 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.