Practitioner - Get started
Below is an overview of useful articles and short videos to build a practitioners confidence in using the Tacklit platform. This guide has focused on key activities a practitioner may use.
Getting Started
Here are some useful guides to familiarise yourself with the Tacklit platform
- How does my client experience onboarding?
- Troubleshooting made faster
- What is a client portal?
- What are the different user role types?
- How to customise and search my client list view
- Calendar tips and setup
- What is Full Profile and Record Only?
- What notifications does my client receive? How do I setup notification settings?
- How do I send forms or assessments to clients?
- Online booking link and booking flow
- How do I set up my working schedule?
- What are the different client types I can add to Tacklit?
- How do I setup 2FA? And how do users log in using multi factor authentication?
- Where is the link to the service referral form?
- How do I change a client's communication preference?
- How do I set up my Medicare Provider number? (Australia)
All things Calendar
Quickly learn about the key activities in a calendar
- Calendar Quick Overview
- How do clients receive notification of their appointments?
- Booking, amending and cancelling appointments
- Calendar tips and setup
- Accessing Tacklit Telehealth
- How do I block time out in my calendar?
- Viewing number of sessions a client has had
- FAQ's - Calendar
- What's the difference between an Appointment Type and an Event?
Client Management and Engagement
How to action the key client activities
- Client Profile Overview
- Can I update my client's email address?
- How to reactivate a client profile
- Sending information to clients
- How to view and create client invoices
- How to create a digital micro-journal template
- How to create a case note template and write a case note
- How to find key client documents and information
- How to update Profile Information in a client profile
- Updating client Key Contacts and Referrer details
- How to use facilitated onboarding
Communicating Progress and Updates
Communicating from the Tacklit platform
- How to send messages to a client
- How to send a fax from Tacklit
- How to send reports and letters
- How to review a report
- How to view my list of reports or letters
- How to send an invoice
Other helpful information
Custom Data Fields
Templates
- How to use my templates in a report or letter?
- How to view, edit and delete my report letter templates
- How to create a report or letter template
Groups
Superuser Guide - Here
Admin Guide - Here
All Help Articles - Here