Action plans had no way to record that the client agreed to them. Now a signature block in the template makes every plan from it ready to sign.

How It Works

• Action plan template: drag Signature from the elements into an empty row. A template can have one signature block.
• Plans tab: a plan from that template shows Awaiting signature.
• Sign in session: with your client in the room, open the plan and click Sign in session. The plan shows their signature and the date, marked Signed in session.
• Shared plan link: under Sign this plan, the client clicks Sign in to sign and signs in to their client portal account. In Tacklit, the plan is marked Signed remotely.

Good to Know

• Anyone on the client record can sign, including a partner on a couple record or a parent or guardian on a child's record. To sign from home, they need a client portal account.
• Each published version of a plan is signed once. If you revise a plan, the new version starts unsigned.
• A signature is final. It can't be undone or removed.