Log Encounter by an Administrator

  1. Click the person icon at the top of the screen and type the person’s name into the Quick Search bar 
  1. Click on the person’s name from the list that appears 
  1. Click on the “Connections” tab 
  1. Click on the “Encounters” sub-tab 
  1. Click the [Log a Client Encounter] button 
  1. In the “Log a Client Encounter” dialog: 
    • Select the name of the associated Volunteer from the drop list 
    • Enter the Encounter Date 
    • If applicable, in the Details section, enter the desired responses to the Client Reporting Fields 
  1. Click the [Save] button, or [Save and Log Another] to continue logging additional Encounters 

Note: You can only log a Client Encounter within the profile of a Client that is associated with a Volunteer. 

Updated on October 4, 2022

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