Creating an interaction

Overview

Sometimes you want to record an interaction that a client has had that you haven�t been involved in. For example, certain funders want to know when a service user last visited their GP � and even though you weren't part of that interaction between client and GP, you may still want to know about it.

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Interactions can be configured to record any type of meeting or event that happened for a client by adding a new interaction type, your organisation can manage these in the Person interaction types configuration.

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Interactions are controlled by permissions and a user needs to be granted at least view permissions to see interactions in the menu. For more information on permissions see Add permissions to a role

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To create a new interaction

Find the client you want to create an interaction for and from their page select Interactions from the menu.

Select the New button and enter the details for the interaction.

The event option will only display interaction types that have been configured for the team(s) the client has a current referral for. Fill out the details and select Create interaction.

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Interactions cannot be deleted once created, only edited.