Edit Client Interactions

Edit Interactions for One Client 

1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 

2. Click on the person’s name from the list that appears 

3. Click on the “Connections” tab 

4. Click on the “Encounters” sub-tab Optional: Filter the list of encounters 

5. Mouse over the Options icon beside the encounter  

6. Select “Edit” 

7. Make the desired change(s) 

8. Click the [Save] button 

Edit Multiple Client Interactions 

1. Go to People, then click on “Client Encounters” found in the sidebar under Connections 

2. Optional: Filter the list of encounters 

3. Mouse over the Options icon beside the encounter  

4. Select “Edit” 

5. Make the desired change(s) 

6. Click the [Save] button