Every completed clinical assessment now carries a tag describing its clinical purpose. Tags help you quickly identify baselines, track progress monitoring, find outcome measures for reporting, and filter history by purpose.

The Seven Tags

• Baseline: the starting reference for a measure
• Screening: before any attended appointments
• Assessment: during the intake phase (first 1 to 2 sessions within 21 days)
• Progress monitoring: taken during active treatment
• Outcome measure: the end-of-treatment reading for a multi-administered measure
• Discharge measure: submitted around the time of discharge (within 14 days before or 7 days after)
• Follow-up: submitted more than a week after discharge

Why It Matters

Historically, Tacklit stored a flat list of assessment responses without indicating their clinical role. Clinicians manually interpreted which were baselines, which were outcome measures, and which were check-ins. This made funder reports (NHS Talking Therapies, Medicare, EAP) and progress reviews slower than they needed to be.

What You'll Notice

• Coloured chips appear on each assessment in the detail header
• A new "Filter by tag" control sits at the top of the Assessments tab. Pick one or more tags to narrow the instrument and date dropdowns
• Clicking the × on a chip removes the tag. The "+ Add tag" button opens a dropdown of available tags

Action Required

Nothing. Tags apply automatically to new assessments. If you disagree with an auto-assigned tag, remove it or add a different one. Your manual changes always override the automated rules.

Good to Know

• Manual changes are preserved going forward. The system won't re-apply a tag you've removed
• When a client's referral or episode moves to a terminal status (Discharged, Closed, Concluded), the last pre-discharge administration of each multi-administered instrument is automatically promoted to outcome measure
• Tags are clinician-only. They don't appear in the client portal or patient-facing views