Managing Client Encounters | Better Impact Help Center

Managing Client Encounters

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” dialogue:

   • Select the name of the associated Volunteer from the drop-down 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

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

Click the [Log a Client Encounter] button

In the “Log a Client Encounter” dialogue:

Select the name of the associated Volunteer from the drop-down list

Enter the Encounter Date

If applicable, in the Details section, enter the desired responses to the Client Reporting Fields

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

Log on to MyImpactPage.com

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

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

Select the Client name you interacted with from the dropdown list

Enter the Encounter Date

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

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”

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

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 “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

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

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

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

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

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

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

Go to People, then click on “Client Encounters” found in the sidebar under Connections

Optional: Filter the list of encounters

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

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

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

Click the [Reject/Delete] button

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