Tacklit Knowledge Base
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Client Management

Learning more about client engagement and activities

  • Alerts & Important Notes
  • Packages - How to setup and manage a package of care
  • Referrals: Creating a client profile or Linking a client profile
  • Referral Module - Status Update
  • Merging Profiles
  • How to add static Microsoft Teams meeting link to Tacklit Telehealth Settings
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Categories

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  • Client Management
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  • Claiming
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