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There are two steps to complete for this process:
Step 1. Identifying and marking incorrect notes
When you identify incorrect notes have been added to the wrong client, you must:
Notify Converge as soon as possible. Converge will then add a “Pulse” note to the appointment
Add a note via the Capture additional commentary option via the My Case notes section to note the incorrect appointment notes status
Step 2. Adding the notes to the correct appointment
After identifying and marking the incorrect notes, you will then need to open the original notes (on the incorrect appointment) then copy and paste to the new appointment.
How you do this will depend on the status of the new (correct) appointment - if it’s closed and completed or still open and not yet closed.
Read below for instructions for each step
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Step 1: Notify Converge
Notify Converge immediately or as soon as you become aware of the incorrect notes status. Raise a support ticket at Support - Converge International to notify us of this. Converge will then add a pulse note to the appointment with the incorrect notes.
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From the left menu, click “My Case Notes”
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On the My Case Notes page, find the appointment. The appointment number is not listed on this page - you will need to use the date to find the client using the “Session date” column and matching that with the appointments' assist case number in the “Case number” column.
When you find the appointment, you can click the “Add additional comments / notes” button in the “Add” column (
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A pop up will appear where you can add the contextual information about the incorrect notes (see below for suggestions of this information to input). Then click “Submit”.
Step 3: View the incorrectly inputted notes and copy to the correct appointment
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