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This guide is for Telehealth Associates with Open Slots & Ad-hoc diary arrangement only. |
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| Info |
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The Phoenix portal is compatible with our preferred web-browsers Microsoft Edge and Google Chrome on both Mac and Windows PC’s. The portal does work with other browsers including Apple Safari and Mozilla Firefox, however it is not tested with them. If you have any issues with the portal, use one of our preferred web-browsers mentioned above. |
Adjusting your browser settings
We recommend you adjust your browser zoom settings to best view the Phoenix portal page.
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For more information, view this article: Browser options and troubleshooting
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Quick View
The Quick View page is the default page when you login. If you need to get back to it, you can click “Quick View” from the left menu. It’s recommended that you complete all your work for rebooking, completing (commencing) and marking sessions as no-show / cancellation from this page.
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Quick View is split into three sections:
Appointments Not Started
Which contains all upcoming appointments and appointments which have not been started yet
Appointments in Progress
Contains all appointments which have been commenced but not completed / closed
Appointments Recently Completed
Contains all appointments recently been completed, cancelled or marked as no show
Your appointments will be placed in one of the three above mentioned sections, depending on the status of the appointment. On the right side of the appointment in all three sections is the blue “Rebook” button which lets you quickly rebook the client.
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Open slots arrangement
As you have agreed with Converge to commit to a set of open slots, this indicates short-notice availability for new and existing appointments which the client services team can book directly in your diary. This will complement any existing ad-hoc schedule you have with Converge.
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Reason | Team | |
|---|---|---|
Calendar scheduling enquiries (break periods & changes in hours), annual & personal leave & supervision enquiries | User Support Team | |
For login issues, troubleshooting, help & guidance in the Phoenix portal and anything else | User Support Team | |
For creating the 1st booking with new clients & any queries from clients | Customer Service | customerservice@convergeintl.com.au or for urgent enquiries, call 1300 687 327 |
Changes to contract and profile (contact details, address changes, banking details, specialties, etc.) | People, Culture & Learning team |
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