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).
Converge does not accept manual invoices for EAP appointments - all completed work must be logged in the Phoenix portal.
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Your contract with Converge indicates that you have 7 working days to mark sessions as completed in the Phoenix portal. After this period, converge Converge may not approve retrospective appointments. We strongly recommend you complete appointments as you go during the 10 minute admin time of your appointment. |
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If you are a Converge Partner and you require an itemised invoice with a list of appointments serviced, contact the accounts payable Accounts Payable team (contact details are in the original email with the RCTI invoice).
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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 cutoff 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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