Enhanced Client Header:

• Located at the top of each client file, the new header provides a comprehensive view of essential data such as demographics, date of birth, profile type and status, profile tags, and contact details.

Quick Access to Critical Information:

• Now, you can easily view emergency contacts, credit card details, and Medicare information (for our Australian users) without navigating through multiple tabs.

Versatile Key Action Bar:

• Perform important actions from anywhere within the client profile. Schedule appointments, start consultations, create invoices, process payments, and more—all from one convenient toolbar.

Streamlined Workflows:

• Toggle between different care episodes, manage group memberships and package assignments, and access any outstanding facilitated links with just a click. You can also assign forms, surveys, consents, or assessments and even generate letters directly from the client file.

Effortless Communication:

• Copy client contact numbers or emails directly from the header. For users with Tacklit Outbound Dialer, initiating calls is now just a click away.

Key Functionalities:

Client Header Details:

The client header displays a rich set of information including:

• Demographics, date of birth, and profile status and profile tags.

• Quickly access and copy the client’s phone number and email address directly from the header. If you use Tacklit's Outbound Dialler, you can also initiate calls with a single click.

• Emergency contact details, including relationship, email, and phone number.

• Credit card information - quickly see if you have a card on file.

• Medicare information (for Australian customers).

• Quick navigation to care episodes, groups, and package assignments.

• Link to open any facilitated forms or assessments set.

The Key Action Bar:

Available on every tab within the client profile, this bar gives you one-click access to major functions:

• Appointments & Activities: Schedule appointments or allocate new activities without leaving the client file.

• New Note: Immediately open a new case note in one click

• Invoicing & Payments: Create invoices directly, review outstanding invoices, and process payments. If a client’s card is saved, you can charge it instantly; if not, enter and save the payment details for future use.

• Forms & Assessments: Allocate forms, surveys, consents, or assessments, to send or generate a facilitated link.

• Letters: Set the required template and begin the letter builder directly.

With this streamlined navigation, across all tabs on the client profile, you can quickly and easily get your tasks done.