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| Note |
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It’s important that you are carefully completing appointments correctly and to the correct client. Continued failure to do this can lead to disciplinary action up-to and including termination of employment or your contract with Converge International. |
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There are two
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parts to complete for this process:
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Part 1. Identifying and marking incorrect notes
When you identify incorrect notes have been added to the wrong client, you must:
Notify Converge the User Support team 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
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Part 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.
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