Simplify Onboarding with Digital Intake Forms

Simplify Onboarding with Digital Intake Forms

Simplify Onboarding with Digital Intake Forms

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.

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.

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.

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.

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.

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.

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

Intake

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.

Make Your Intake Process Precision, Security, and Efficiency

Make Your Intake Process Precision, Security, and Efficiency

Whether a client self-completes the form online or a staff member inputs the data during a consultation, the process is tailored to reduce errors and improve data accuracy. Tacklit’s intake forms also integrate seamlessly with other aspects of mental health practice management, from scheduling to billing, ensuring that every part of the client journey is smooth and cohesive.

Whether a client self-completes the form online or a staff member inputs the data during a consultation, the process is tailored to reduce errors and improve data accuracy. Tacklit’s intake forms also integrate seamlessly with other aspects of mental health practice management, from scheduling to billing, ensuring that every part of the client journey is smooth and cohesive.

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

Use risk data to direct to urgent care where required

Use risk data to direct to urgent care where required

Use risk data to direct to urgent care where required

Cohort clients based on intake data

Cohort clients based on intake data

Cohort clients based on intake data

Cohort clients based on intake data

Customise data collection and subsequent actions

Customise data collection and subsequent actions

Customise data collection and subsequent actions

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

Use structured assessments and customised forms

Use structured assessments and customised forms

Use structured assessments and customised forms

Real-time data capture and automated scoring features for rapid generation of detailed reports

Real-time data capture and automated scoring features for rapid generation of detailed reports

Real-time data capture and automated scoring features for rapid generation of detailed reports

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.

Clients can complete assessments on any device, and our intuitive design minimises completion time while maximising data accuracy.

Clients can complete assessments on any device, and our intuitive design minimises completion time while maximising data accuracy.

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.

Ready to Modernise Your Onboarding?

Contact us today to discover how Tacklit’s digital intake tools can transform your practice.

Learn about other customer implementations

Talk directly with our founders

Ready to Modernise Your Onboarding?

Contact us today to discover how Tacklit’s digital intake tools can transform your practice.

Learn about other customer implementations

Talk directly with our founders

Ready to Modernise Your Onboarding?

Contact us today to discover how Tacklit’s digital intake tools can transform your practice.

Learn about other customer implementations

Talk directly with our founders

Ready to Modernise Your Onboarding?

Contact us today to discover how Tacklit’s digital intake tools can transform your practice.

Learn about other customer implementations

Talk directly with our founders

St Kilda, Melbourne

We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.

St Johns Court, Chester

Ecocity, Kuala Lumpur

TACKLIT © All Rights Reserved, 2025.

St Kilda, Melbourne

We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.

St Johns Court, Chester

Ecocity, Kuala Lumpur

TACKLIT © All Rights Reserved, 2025.

St Kilda, Melbourne

We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.

St Johns Court, Chester

Ecocity, Kuala Lumpur

TACKLIT © All Rights Reserved, 2025.

St Kilda, Melbourne

We acknowledge the Aboriginal and Torres Strait Islander peoples as the first inhabitants of this nation and the traditional custodians of the lands where we live, learn and work.

St Johns Court, Chester

Ecocity, Kuala Lumpur

TACKLIT © All Rights Reserved, 2025.