Provide better care and connection with your community by assigning follow-up tasks using Interactions such as hospital visits, calls, emails, etc. to your staff and volunteers.

For example, using the mobile app, create an Interaction for someone to follow up with a community member you just ran into at the grocery store who mentioned they need prayer for an upcoming surgery.

How to Leverage Interactions for Pastoral Care

Step 1: Set up Interactions within your People module to include hospital visits, for example. 

You can add Custom Interaction Types, which are different ways to connect with your members.

Step 2: If you haven't already, enable Interactions Permissions for the staff and volunteers who will be logging interactions. 

Step 3: Manually assign a staff member or volunteer an Interaction.

Note: The assignee will be notified via email when an interaction is assigned.

How to Log & Manage Interactions

In the People Module

Depending on the Interactions Permissions enabled for your user, select Interactions from the left-hand menu to view the following:

• My Outstanding: review the list of interactions assigned to you that need to be filled out.
• Outstanding: Designed for managers of other people's interactions. Review the list of incomplete interactions that need to be completed.
• Completed: See a list of finished interactions list and have a 'Date Completed' assigned to them.
• Assign: Assign a new Interaction to another staff member or volunteer.
• Log: Log a completed Interaction.

In the Mobile App

Depending on the Interactions Permissions enabled for your user, select Interactions from the Mobile App menu to view the following:

• Assigned to Me: Review the list of interactions assigned to you. You can filter between your Outstanding and Completed Interactions. Select an Interaction from the list to complete it.
• Assigned to Others: Designed for managers of other people's interactions. Review the list of interactions assigned to others that have not been completed.
• + Interaction: Select + Interaction to:
  • Assign: Assign a new Interaction to another staff member or volunteer.
  • Log: Log a completed Interaction.
• Past Due: If an interaction has not been completed by the assigned due date, it will display an exclamation point icon on the Interactions screen and Past Due on the Interaction Details screen.

Note:  You must be logged into the app with the appropriate permissions to view the Interactions menu.

Additional Interactions Features

Managing, adding, and updating interactions do not have to be done only in the database. External and internal tools are available to make interactions flexible.

External Logs

• Interactions Digest: The digest is a reminder system that delivers a list of outstanding interactions directly to a person's primary email address.
• Interaction Email: After creating an interaction assignment, the assigned person will receive an email with the interaction details to their primary email address. 

Internal Logs

• Interactions in Workflows: All workflow triggers have the option to include assigning an interaction under the 'Add Action' button as part of the automated task running.
• Interactions in Mass Contact: Sending an Email or SMS (does not include Voice) allows you to 'Log Contact as Interaction.'
• Interactions in the Mobile App: The Mobile app allows for a review of interactions assigned to a person and logging features to complete the task.

Downloadable Checklist

To simplify Pastoral Care automation, we've created a step-by-step checklist. Each step links to more information if you need it. 

Checklist: Automate Pastoral Care

• Pastoral Care Interactions Checklist.pdf100 KB

Updated October 02, 2024 19:49