Admin - Get Ready Guide
This guide focuses on some of the key activities carried out my the admin role type in Tacklit, and also focuses on some key questions you may get asked from team members. The Admin role type may not have access to complete actions of a practitioner or superuser, but it's helpful to know how to support team members where needed.
Firstly, a few overview videos to familiarise yourself with the platform
Adding new clients
- What are the different client types I can add to Tacklit?
- What is Full Profile and Record Only?
- What is a client portal?
- 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 do I send forms or assessments to clients?
- How to use facilitated onboarding
- Can I update my client's email address?
- How to reactivate a client profile
- Sending information to clients
Appointment Management
- Booking, amending and cancelling appointments
- What's the difference between an Appointment Type and an Event?
- Are the account level settings correct and up to date?
- Review, edit and add appointment types
- How do clients receive notification of their 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
Creating invoices
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
Other useful Information
- Overview: How to get the most from Groups
- What are the different user role types?
- How does my client experience onboarding?
- Troubleshooting made faster
- How to customise and search my client list view
- Calendar tips and setup
- What notifications does my client receive? How do I setup notification settings?
- Online booking link and booking flow
- How do I set up my working schedule?
- 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)
Superuser Guide - Here
Practitioner Guide - Here
All Help Articles - Here