Interactions

A participant's list of interactions provides information on all of a participant's communications and payments. Interactions are useful because they form an overview of a participant's contact with the organization. For example, if a participant calls about a specific payment, a user can quickly access the general information about that payment and any communications relating to it.

Interaction records are automatically added by the system when they occur. For example, when a payment is made to a participant, an interaction record is automatically recorded for that participant. An interaction is also recorded when a payment is received by a client and when a liability is sent to a client.

Additionally, call centers can be set up to link to interactions. Phone calls received by a call center are automatically added to the list of interactions.

Interaction information is not maintained for representatives.