Interactions Overview

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What is an interaction?

Each time you interact with a member or employer, you want to capture the nature of the contact and some notes. Sometimes this is important for compliance purposes and other times it simply helps to keep a log of all communications so that the entire team is across all member and employer interactions. 

Where are interactions stored?

The Interactions tab  is the central place where these member and employer interactions are stored. Interactions re sometimes automatically written back as part of an integration (for example, automatic document generation) but they can also be manually added to ensure all types of communication are captured (for example, phone calls, letters, emails and more). 

Managing interactions

Once added, interactions can be edited if required. They also link to the client feed to enable collaboration across the entire member and employer picture. 

Interaction Method is a category that can be configured by your Practifi System Administrator.

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