Action Plans bring care plans into Tacklit, replacing Word and PDF documents kept off-platform. Each client can have structured, version-controlled plans with owned actions, review dates, a full history and secure sharing.

How It Works

• Create a plan from the client's Plans tab using a template (Care, Recovery, Risk Management, Self Management) or a blank plan. Client record fields fill in automatically.
• Add actions, each with an owner, due date and status. Drafts are visible to the team only.
• Publish to create a permanent version. Revise to create the next one. History is always kept.
• Overdue actions are flagged on the plan, and review reminders appear as the next review date approaches.
• Share a published plan with the client or their key contacts through a secure, view-only link. Revoke or re-send any time.
• Download any version as a PDF.

Good to Know

• Plan templates are built in the template builder as a new Plan type.
• On episode of care accounts, new plans link to the current episode automatically.
• Reminders are in-app only for now. Contact our support team to have Action Plans switched on.