When making an extra sessions request, if a request brings the total amount of sessions available to a client (including any completed and pending sessions) to 12 or more, a clinical review is required.
As Converge is an EAP service and EAP services are short term and solutions focused and therefore not a long-term alternative to ongoing specialist support, a . A clinical review requires you to complete additional questions to justify the reason for the additional sessions that you are requesting. After completing the additional questions to justify the reason for the sessions request, it will be sent to a clinical manager for reviewbe reviewed by a Clinical Manager to determine whether extra sessions will be appropriate for the client, before the request is sent to the client’s organisation for the final outcome.
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If a client requires extra sessions additional support for a different category or issue, depending on the organisations' contract with convergeConverge, you should instead request a new Assist Case. Please check with the Client Services team and refer the client to them if required. |
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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. |
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Learn how to request extra sessions in Quick View here: Request Requesting extra sessions
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Step 2: Navigate to the
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Next, find the client in the “Recently completed” section of Quick View (any appointment). Then click the Appointment button on the left side (APP-XXXXX) - this will take you to the detailed appointment screen in Classic 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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Clinical Review questions
Once you submit the request and it reaches the 12-session clinical review threshold, you will receive an email to remind you to complete the questions.
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2. Click on the ASST case hyperlink (ASST-XXXXXX) which will direct you back to Phoenix.
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Step 3: Complete and submit the extra sessions “Further
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details” questions
On the next this screen, complete the further details form. Remember, this form is to justify the need for your questions. These questions are to assist with the review on whether the client having access to 12 sessions or more (including appointments completed and the amount requested in this request) in a 12-month period is clinically appropriate given the short-term nature of EAP. Click Submit when completed.
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Once completed, press “Submit”
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Next Steps
What happens next?
There are now two requests - one for the original extra sessions request (which gets sent to the clients client's organisation) and a second for the further questions (which gets sent to your clinical manager to endorse or reject).
Your original request is held until a clinical manager reviews the request and determines the outcome. If it’s approved endorsed by a clinical manager, the original request you made in quick view will be released and processed as normal.
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