Tacklit Product Updates

Three improvements to Report V2 — a new Appointment Snapshot widget, the ability to add and remove page breaks while building a report, and clearer action-bar labels.

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Custom Data Field values can now carry an effective date — the date a value actually became true, separate from when it was entered — so reporting reflects when things really changed.

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Reports V2 brings the same structured template builder you use for Case Notes V2 to reports — build templates, write free-form reports, or keep using your legacy templates exactly as before. Live behind a feature toggle.

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Clinicians who belong to multiple workspaces are no longer locked out when one is deactivated — the Account Deactivated screen now lets them switch straight to another active workspace.

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A complete referral expiry system — configurable expiry rules, at-a-glance status badges, profile alert banners, booking prevention, and daily email alerts for approaching and expired referrals.

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A new Reminders Control Panel puts full control over automated appointment reminders in one place — multiple reminders at different lead times, each by email, SMS or both, with the template you choose, and every reminder logged on the client's timeline.

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Tacklit Mobile is now live on the App Store — our first native iOS app, built for practitioners to run their day from their phone: schedule, client profiles, case notes with AI drafting, telehealth video, and referral scanning.

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Package dollar budgets now match how funder contracts actually work — with monthly, quarterly or yearly resets, per-funder caps, and the option to pool a funder's budget across clients or allocate it per client.

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The Task Automation rule builder can now scope rules precisely — by clinician, role, tag, package or funder — and schedule tasks before or after an anchored event with configurable cancel and reschedule behaviour.

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You can now edit a client's key contact directly from their profile, rather than removing and re-adding it.

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Shape how Tacklit's AI behaves across your whole workspace, then let each clinician layer their own preferences on top — applied consistently across Case Notes, Letters and Matcher.

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You can now collapse multiple appointments onto a single invoice line with a quantity, instead of one line per appointment. Useful for clients with regular sessions where you want a clean, summarised invoice instead of ten near-identical lines.

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Two new safety nets protect clinical case notes against accidental wipes: a confirm dialog when a save would replace most of a substantial note, a 30-second Undo toast after risky saves, and server-side recovery snapshots that make rollback a single query.

You can now filter appointments in the Invoice Generator by a preset or custom date range. Helpful when billing for a specific month, period, or funded program window.

Admins can now permanently delete a group once it has been closed. Deleted groups disappear from listings and dropdowns everywhere, while existing client memberships and referral history stay intact for audit.

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You can now bill across multiple groups on a single invoice. Previously each invoice could only be associated with one group, forcing manual reconciliation across separate invoices. An invoice now carries a list of groups, and each line item can be attributed to a specific group within that list.

Superusers can now manage the labels and dropdown values for Type, Reason, and Reason Use fields on Episodes of Care directly from Control Panel. No engineering tickets required to add a new option.

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A redesigned flow for adding clinicians and admin staff to your practice. Batch invites, a dedicated Pending tab, the ability to edit pending teammates before they sign up, and one-click resend or cancel actions.

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Superusers can now manage the list of client profile tags directly from the Control Panel. Create, rename, reorder, and delete tags with changes propagating consistently across every client record.

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A new button on the Invoice Generator lets you add every available appointment to an invoice in one click, with a confirmation step to prevent accidents. Makes manual invoicing significantly faster for clients with many unattached sessions.

Safeguarding alert emails now include an accountId parameter so the link opens the workspace the alert belongs to, not whichever workspace the recipient was last active in. Important for clinicians working across multiple workspaces.

Every completed clinical assessment now carries a coloured tag describing its clinical purpose: Baseline, Screening, Assessment, Progress Monitoring, Outcome Measure, Discharge, or Follow-up. Filter the Assessments tab by purpose to quickly identify baselines, track progress, or find outcome measures for funder reporting.

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Admins can now test automation rules before real events happen. Simulate any trigger against a specific client and clinician, then instantly see which rules would fire and which wouldn't, with full condition trace details.

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Clinicians can now convert a client's record type (Child to Young Person, Child to Adult, or Young Person to Adult) directly from the Edit Profile modal. Guardians are automatically moved to Key Contacts, and a banner offers a one-click path when a client turns 18.

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