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If a client requires extra sessions for a different category or issue, depending on the organisations' contract with converge, you should instead request a new Assist Case. |
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Do not at any stage recommend, suggest, commence or schedule the next session with your client until the two review processes have been completed and an outcome has been determined, as your request may require further information or be declined. See “Next steps” section at the bottom of this article for more information. Do not conduct any sessions with the client until an outcome has been determined. |
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Step 1: Complete an extra sessions request in Quick View
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If you cannot find the client in your recently completed section, they may be on another page. There’s a page number selector on the right side of the “Recently Completed” section (top right). Alternatively, you can also search using the filter tool - learn more here: Use filter tool to search |
2. From the detailed Appointment screen that loads, navigate to the “Task Filter” section and select “Further Details Required (Allocation)”
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Step 3: Complete and submit the extra sessions “Further details ” form
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Remember, this form is to justify the need for your client having access to 12 sessions or more (including appointments completed and the amount requested in this request) in a 12 month period. Click Submit when completed.
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Next Steps
What happens next?
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The total time for both requests is up-to 13 working days.