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This guide is for Telehealth Associates with Telehealth “Open” schedule & Ad-hoc schedule arrangement only. |
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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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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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Your Telehealth 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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To learn more about your Telehealth and Adhoc arrangement, view this article Working with an Adhoc and Telehealth schedule or view the accompanying video below:
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As part of this agreement, you must rebook existing clients and new clients into your “Open” schedule using the guide mentioned in the “Quick View guides” section of this knowledge base article ( Rebook an existing client (Telehealth Clients - Open Calendar)). |
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If your “Open” schedule is over-capacity or the client was initially referred in your ad-hoc schedule, you can book clients into your “Ad-hoc” schedule using this guide Rebook an existing client: Ad-hoc Associates. As mentioned, you should only rebook clients into your Ad-hoc schedule when your Open schedule is over-capacity. Converge is able to monitor these schedules and may provide feedback to you if you are not adhering to this requirement. |
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Quick View guides
Rebooking clients
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You will need to complete all appointments you have conducted. We recommend you commence and complete appointments either between sessions, at the end of the day or at the end of the week when you have admin time. It takes approximately 1-3 minutes per appointment to mark it as commenced and to then complete it. By completing the appointment, it indicates you have completed that work, and we include it with your end of month remittance.
For more information, view the support article below:
Billing and invoicing, RCTI payment timelines
Payment timeline
As mentioned above, Converge International requires you to complete the appointment before the end of the month - any completed appointments will be included with your end of month remittance notice. After you receive your remittance notice, the payment due is held for 14 days for disputes that need to be rectified (such as payment issues, amount due issues etc.). After this 14-day dispute period, your payment is then released to your nominated bank account. This means it can take between 2-3 weeks for payment to reach you after receiving the remittance notice email.
For more information, view the support article below:
Billing and invoicing, RCTI payment timelines
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My calendar and your availability
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