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Engagement Logs

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Written by Pushparaj Dhond

Engagement Logs is an overview of the different engagements methods used to connect with our members. By using Engagement Logs, you can review at a high level how many calls or chats are conducted each day and how many of these engagements are successful.

Some of the key features of the Engagement Logs page are:

  • Using filters to find specifically Engagement Logs for:

    • Program

    • Care Extender

    • Date Range

    • Engagement Method

  • On Mouseover, you can view the Case Note icon to quickly link towards the case note created for that engagement.

  • For Chat Engagements, a collapsible button to view chat logs directly from the page.

  • Icons to quickly show engagement type.

  • Time engagement started and duration when applicable.

  • Name of Case Extender and related contact in the call (such as a proxy)

In addition, you can access the Engagement Logs tab on the member’s page to see the member’s engagement activity.

For a walkthrough of how to use Engagement Logs, watch the video below:

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