Tacklit Product Updates
Our team is hard at work improving your experience and bringing you powerful new tools. Follow our progress here and connect with our Customer Team to learn more about any specific update.
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Care OS
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Tacklit 360
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Calendar
Communications
Reporting
Data
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Family Safety
Family Safety
Family Safety
Some clients need to be kept apart, such as separated parents or where there's a protection order. Family Safety puts that check in the system. Group related clients into a family, then turn on the practitioner rule or the same-day location rule, and bookings or assignments that break a rule aren't saved. A block never names the other person, and both rules are off until an administrator turns them on.
Some clients need to be kept apart, such as separated parents or where there's a protection order. Family Safety puts that check in the system. Group related clients into a family, then turn on the practitioner rule or the same-day location rule, and bookings or assignments that break a rule aren't saved. A block never names the other person, and both rules are off until an administrator turns them on.
Care OS
Calendar
Client Portal
Super User
Analytics, rebuilt
Analytics, rebuilt
Analytics, rebuilt
Analytics in Tacklit has been rebuilt from the ground up. It now includes built-in dashboards running on your live data, a dashboard builder, a table builder and a data agent that answers questions in plain language. Nothing you use today goes away: Legacy Analytics is still there, and you can switch between the two at any time.
Analytics in Tacklit has been rebuilt from the ground up. It now includes built-in dashboards running on your live data, a dashboard builder, a table builder and a data agent that answers questions in plain language. Nothing you use today goes away: Legacy Analytics is still there, and you can switch between the two at any time.
Care OS
Reporting
Data
Tacklit Mobile: Session Recording, Draft Autosave and Easier Sign-in
Tacklit Mobile: Session Recording, Draft Autosave and Easier Sign-in
Tacklit Mobile: Session Recording, Draft Autosave and Easier Sign-in
The latest Tacklit Mobile update brings in-call session recording, case note drafts that survive the app closing, and smoother sign-in for single sign-on organisations.
The latest Tacklit Mobile update brings in-call session recording, case note drafts that survive the app closing, and smoother sign-in for single sign-on organisations.
Care OS
Practitioner
Clinical
New General Settings Controls
New General Settings Controls
New General Settings Controls
Superusers have new controls in General Settings for client creation, safeguarding alerts, HealthLink and episodes of care. Nothing changes until you switch them on.
Superusers have new controls in General Settings for client creation, safeguarding alerts, HealthLink and episodes of care. Nothing changes until you switch them on.
Care OS
Super User
Admin
Parent and Guardian Details in the Client Portal
Parent and Guardian Details in the Client Portal
Parent and Guardian Details in the Client Portal
Parents and guardians can now see and update their own details in the client portal, and key contacts can be edited in place.
Parents and guardians can now see and update their own details in the client portal, and key contacts can be edited in place.
Care OS
Client Portal
Client Experience
Client Case Note Folders
Client Case Note Folders
Client Case Note Folders
Create your own folders on a client file, alongside Shared and Private, and control exactly who can read and add notes in each one.
Create your own folders on a client file, alongside Shared and Private, and control exactly who can read and add notes in each one.
Care OS
Clinical
Security
Share a Group Case Note to Each Attendee's File
Share a Group Case Note to Each Attendee's File
Share a Group Case Note to Each Attendee's File
Share a group case note into every attendee's individual file in one step, instead of copying and pasting it for each person.
Share a group case note into every attendee's individual file in one step, instead of copying and pasting it for each person.
Care OS
Clinical
Operational
Collaborative Report Review
Collaborative Report Review
Collaborative Report Review
Reviewers can now edit reports directly, pass them on to another reviewer or role, and every change is kept in the report's history.
Reviewers can now edit reports directly, pass them on to another reviewer or role, and every change is kept in the report's history.
Care OS
Clinical
Super User
A Smarter Attachments Folder
A Smarter Attachments Folder
A Smarter Attachments Folder
The client Attachments folder now has real previews, search, filters, tags and a side-by-side viewer.
The client Attachments folder now has real previews, search, filters, tags and a side-by-side viewer.
Care OS
Clinical
Operational
Send Reports and Letters by eFax or HealthLink from the Document
Send Reports and Letters by eFax or HealthLink from the Document
Send Reports and Letters by eFax or HealthLink from the Document
Send a published report or letter by eFax or HealthLink straight from the document, without going back to the list.
Send a published report or letter by eFax or HealthLink straight from the document, without going back to the list.
Care OS
Communications
Clinical
New Automation Trigger: No Recent Appointment
New Automation Trigger: No Recent Appointment
New Automation Trigger: No Recent Appointment
Automatically follow up with clients who have not had an appointment for a set number of days, with a check-in email or a task for your team.
Automatically follow up with clients who have not had an appointment for a set number of days, with a check-in email or a task for your team.
Care OS
Operational
Communications
Set a Tax Rate per Invoice Template
Set a Tax Rate per Invoice Template
Set a Tax Rate per Invoice Template
Invoice templates can now carry their own tax rate, applied automatically to every invoice created from that template.
Invoice templates can now carry their own tax rate, applied automatically to every invoice created from that template.
Care OS
Finance
Super User
Appointment Notes
Appointment Notes
Appointment Notes
Add internal notes to an appointment, such as a cancellation reason or a note for staff, separate from case notes.
Add internal notes to an appointment, such as a cancellation reason or a note for staff, separate from case notes.
Care OS
Calendar
Operational
New Automation Trigger: Client Profile Created
New Automation Trigger: Client Profile Created
New Automation Trigger: Client Profile Created
Run an automation the moment a client profile is created, and narrow it to clients who signed themselves up through Engage.
Run an automation the moment a client profile is created, and narrow it to clients who signed themselves up through Engage.
Care OS
Operational
Engage
Convert Adult Profiles to Young Person
Convert Adult Profiles to Young Person
Convert Adult Profiles to Young Person
Created a client as an Adult by mistake? You can now convert the profile to Young Person yourself, without a support request.
Created a client as an Adult by mistake? You can now convert the profile to Young Person yourself, without a support request.
Care OS
Admin
Operational
Referral Status Change Confirmations and Checklists
Referral Status Change Confirmations and Checklists
Referral Status Change Confirmations and Checklists
Superusers can add an optional confirmation step, with checklist items, before a referral moves between chosen statuses.
Superusers can add an optional confirmation step, with checklist items, before a referral moves between chosen statuses.
Care OS
Super User
Operational
Filter Referrals by Organisation
Filter Referrals by Organisation
Filter Referrals by Organisation
The Referrals list now has an Organisation filter and shows each referral's detail or reference number at a glance.
The Referrals list now has an Organisation filter and shows each referral's detail or reference number at a glance.
Care OS
Operational
More Custom Labels for Profile Types
More Custom Labels for Profile Types
More Custom Labels for Profile Types
More custom labels are now available, so you can name client profile types in the language your practice uses.
More custom labels are now available, so you can name client profile types in the language your practice uses.
Care OS
Super User
Admin
Automate Actions When an Action Plan Is Published
Automate Actions When an Action Plan Is Published
Automate Actions When an Action Plan Is Published
Trigger automation rules when a client's Action Plan is published, and move clients between group stages automatically.
Trigger automation rules when a client's Action Plan is published, and move clients between group stages automatically.
Care OS
Clinical
Operational
More Control Over Failed Payments When Saving a Card
More Control Over Failed Payments When Saving a Card
More Control Over Failed Payments When Saving a Card
When you save a client's card, you now see any failed payments and choose whether to retry them.
When you save a client's card, you now see any failed payments and choose whether to retry them.
Care OS
Finance
A Cleaner, More Compact Letter Builder
A Cleaner, More Compact Letter Builder
A Cleaner, More Compact Letter Builder
V2 letters now use a compact header, giving you more room to write, with a formatting toolbar that stays with you as you scroll.
V2 letters now use a compact header, giving you more room to write, with a formatting toolbar that stays with you as you scroll.
Care OS
Clinical
Staff Rostering for Bed Management
Staff Rostering for Bed Management
Staff Rostering for Bed Management
Bed Management now includes a Roster tab to plan ward staffing week by week, with staffing shown on bed cards, admissions and census reports.
Bed Management now includes a Roster tab to plan ward staffing week by week, with staffing shown on bed cards, admissions and census reports.
Care OS
Operational
Action Plan Fields Now Sync to the Client Record
Action Plan Fields Now Sync to the Client Record
Action Plan Fields Now Sync to the Client Record
Changes to client data fields in an Action Plan, such as risk level or goals, now update everywhere that field appears.
Changes to client data fields in an Action Plan, such as risk level or goals, now update everywhere that field appears.
Care OS
Clinical
Data
Use Form Builder Surveys in Automation Rules
Use Form Builder Surveys in Automation Rules
Use Form Builder Surveys in Automation Rules
Automation Rules now work with surveys built in the new Form Builder, so one rule can cover all your form completions.
Automation Rules now work with surveys built in the new Form Builder, so one rule can cover all your form completions.
Care OS
Operational
Super User
Get in touch with our friendly team today.
See what Tacklit could look like for you and your team.
Get in touch with our friendly team today.
See what Tacklit could look like for you and your team.
Get in touch with our friendly team today.
See what Tacklit could look like for you and your team.
Get in touch with our friendly team today.
See what Tacklit could look like for you and your team.
Powering proactive, personalised, outcome-driven mental health care
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.
City Road, London
Ecocity, Kuala Lumpur
TACKLIT © All Rights Reserved, 2026.
Powering proactive, personalised, outcome-driven mental health care
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.
City Road, London
Ecocity, Kuala Lumpur
TACKLIT © All Rights Reserved, 2026.
Powering proactive, personalised, outcome-driven mental health care
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.
City Road, London
Ecocity, Kuala Lumpur
TACKLIT © All Rights Reserved, 2026.
Powering proactive, personalised, outcome-driven mental health care
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.
City Road, London
Ecocity, Kuala Lumpur
TACKLIT © All Rights Reserved, 2026.