Can I bring my existing templates to Tacklit?

Yes.

Tacklit has a comprehensive toolkit that allows you to create (or migrate) the right set of templates for your service.

This includes the ability to create and manage:

1. Forms - great for new referral management, intake, gathering additional client data across their care journey.
2. Case note templates - create multiple templates for use in different contexts. Define what structured data you want to collect, as well as predefining how notes should be formatted / what observational data they should contain.
3. Surveys - here you can capture satisfaction, progress and perspective from clients or others relevant to the care pathway.
4. Reports - the ability to create complex documents with embedded data, graphs, questions etc. Collaborate with others, have formal reviews before confirming they are completed.
5. Letters - more simple word processor style document templates. Here you can embed variables from a specific record to populate with the most relevant information without needing to spend lots of time putting it together. Share via email or eFax.

Please reach out to discuss the details on your existing templates and we can help you understand what is possible with Tacklit's modern toolkit.