Edit Interactions for One Client
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- Click on the “Connections” tab
- Click on the “Encounters” sub-tab Optional: Filter the list of encounters
- Mouse over the Options icon beside the encounter
- Select “Edit”
- Make the desired change(s)
- Click the [Save] button
Edit Multiple Client Interactions
- Go to People, then click on “Client Encounters” found in the sidebar under Connections
- Optional: Filter the list of encounters
- Mouse over the Options icon beside the encounter
- Select “Edit”
- Make the desired change(s)
- Click the [Save] button