Simplify Onboarding with Digital Intake Forms
Intake Process
In the fast-paced world of mental health practice management, efficient client onboarding is critical. Tacklit’s mental health software transforms the intake process with digital intake forms that streamline data collection and reduce administrative overhead. Our mental health EMR system integrates intuitive intake forms directly into your workflow, ensuring that every new client’s essential information is captured securely and accurately.

Replace cumbersome paper forms
Tacklit’s digital intake forms allow clients to complete their information online before their first appointment—whether accessed via your website or a secure client portal.

Minimise client frustration and increase completion rates
Designed for mental health professionals, our intake forms are fully customisable to meet the unique needs of psychologists, psychiatrists, and other mental health practitioners. Include consent, demographic, risk and clinical data customised for your needs.

Intake
Intake: The Problems We Solve
Traditional intake methods often involve lengthy paper forms or redundant data entry that can lead to inaccuracies and delays. In many practices, these manual processes result in incomplete records and increased administrative burdens. Tacklit’s intake forms resolve these issues by automating the entire data collection process. By offering an integrated, digital solution, we ensure that all client information is standardised, accurate, and instantly accessible within your mental health EMR system.
The problems with outdated intake processes extend beyond data entry. Manual forms can lead to lost paperwork, inefficient follow-ups, and a disjointed client experience.
With our digital solution, every detail—ranging from contact information to health history—is collected in one secure, centralised location. This consistency not only streamlines internal workflows but also enhances client satisfaction by reducing wait times and eliminating repetitive questions.
In essence, Tacklit transforms your intake assessments into a strategic tool—helping you optimise client care, streamline workflows, and drive practice growth in a competitive digital age.
Integrated Risk Assessment
Embed your required risk assessment or psychometric collection in the intake process. Use this data dynamically to signpost or classify clients for your care management protocols
Use risk data to direct to urgent care where required
Cohort clients based on intake data
Customise data collection and subsequent actions


Secure, fast and accurate data collection
Our digital intake assessments are designed to capture a wide range of psychometric information, from standardised screening tools to custom questionnaires tailored to your practice’s specialties.
Use structured assessments and customised forms
Real-time data capture and automated scoring features for rapid generation of detailed reports
Clients can complete assessments on any device, and our intuitive design minimises completion time while maximising data accuracy.
The Tacklit Intake Advantage
Experience faster, more accurate client onboarding with our digital intake forms, assessements and protocols. Seamlessly integrated into your client file and EMR, Tacklit’s solution minimises errors, enhances security, and streamlines your practice management—empowering you to focus on what matters most: patient care.










