Editing 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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For how to create an interaction see Creating an interaction.

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To edit an interaction

Find the interaction that you want to edit in the list of interactions for a client and select Edit.

This will display the details for the interaction and allow you to edit any of the information recorded.

Note: Interactions can not be deleted, only edited.