Converge uses the Phoenix portal, where you confirm the attendance and outcomes of each scheduled session which in turn adds the appointment to your end of month invoice for payment (an RCTI invoice).
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When you complete a session with a client, you are expected to use the Phoenix portal to commence the appointment and document the client outcomes. We strongly recommend you commence and complete the appointment in the Phoenix portal immediately after you finish the appointment with the client.
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As a reminder, Converge appointments are 50 minutes, plus 10 minutes of admin time which is to be used for completing the appointment and/or rebooking the client in Phoenix. |
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As mentioned in previous sections, we recommend you mark sessions as completed in the Phoenix portal as you go using the 10 minutes admin time allocated for each session. If you forget to add an appointment, you have up-to 7 working days to retrospectively add appointments to Phoenix for guaranteed approval.
If you forgot to add an appointment from the previous month:
You can still add retrospective appointments into Phoenix (up-to 7 days from the original appointment date) - follow this guide: Retrospective appointments
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Note: that any retrospective appointment added after the end of month cut off date will be included in the next RCTI (invoice). |
If you forgot to complete an appointment before the end of month cut-off date:
You can complete the appointment as normal - the appointment will appear in the “Appointments not started” or “Appointments in progress” section of the Phoenix quick view page.
You can follow the normal guide to complete an appointment: Completing an appointment (Quick View)
If you can’t find the appointment listed, you may need to search for it in either the “Appointments in progress” or “Appointments not started” sections of the Phoenix quick view page: Use filter tool to search
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