Across the mental health sector, service leaders face an urgent challenge: rising demand, constrained workforces and legacy systems that limit both efficiency and insight. In many organisations, administrative tasks consume the majority of staff time, leaving less capacity for the human connection that defines quality care.

Digital transformation and AI can change this equation, but replacing a core system of record—an EMR, EHR or CMS—carries significant risk. Legacy integrations, data integrity and compliance can be jeopardised if the transition is not carefully managed.

This white paper outlines practical, risk-aware pathways for mental health organisations to modernise their digital infrastructure. Drawing on Tacklit’s experience with leading providers, it presents three proven models:

• Replacing the system of record – a full replacement delivering unified data and workflows.

• Adding a system of engagement – modernising user experience and automation while retaining the legacy database.

• Starting with targeted functions – such as outcome measurement.

Each approach achieves measurable improvements in efficiency, data quality and access to care while managing operational and organisational risk.

Download the white paper: Systems of Record versus Systems of Engagement
Discover how leading mental health providers are using Tacklit to modernise safely, deploy AI effectively, and strengthen outcomes for both clients and clinicians.