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Managing Client Encounters
Updated over 2 months ago

Log Encounter by an Administrator

  1. Click the person icon at the top of the screen and type the client'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

  5. Click the [Log a Client Encounter] button

  6. 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

  7. 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.


Log Encounter by a Volunteer

When a volunteer has associated clients, the “HOURS” tab is replaced with a “LOGGING” menu that has “Hours” and “Connections” as the options. Volunteers can log their own interactions by following the instructions below:

  1. Log on to MyImpactPage.com

  2. Click on the “LOGGING” tab and select “Connections”

  3. If you volunteer in multiple organizations, select the desired organization from the dropdown list and click the [Select Organization] button

  4. Select the Client name you interacted with from the dropdown list

  5. Enter the Encounter Date

  6. In the “Details” section, enter the responses to the client reporting fields listed

  7. Click the [Save] button


View Client Interactions

View Interactions for One Client

  1. Click the person icon at the top of the screen and type the client’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 “View”

View 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 “View”


Edit Client Interactions

Edit Interactions for One Client

  1. Click the person icon at the top of the screen and type the client’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


Delete Client Interactions

Delete Interactions for One Client

  1. Click the person icon at the top of the screen and type the client’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 “Delete”

  7. Click the [Delete] button to confirm

View 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. Check the box beside each person requiring a status change (or check the “Select All” box at the bottom)

  4. Scroll to the bottom and select “Reject/Delete” from the Change Selected dropdown list

  5. Check the box to confirm that you understand that this process cannot be undone

  6. Click the [Reject/Delete] button


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