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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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View guidance for rebooking an existing client into your Open Schedule: Rebook an existing client (Telehealth Clients - Open Calendar)
In some circumstances (such as high risk clients or client requesting in-person session) you may rebook your client into your Adhoc schedule: Rebook an existing client: Ad-hoc Associates - see the note below:
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IMPORTANT NOTICE - Ad As mentioned in the section Open slots arrangement, you are only to rebook clients into your open Adhoc schedule under certain conditions such as High Risk clients who are unable to wait until your next available Telehealth (open) schedule or clients requesting in-person session. Contact User Support if you are not sure or need assistance. For more information, review this guide: Working with an Adhoc and Telehealth schedule |
Completing appointments
For guidance on completing an appointment view this article: https://convergeintl.atlassian.net/plugins/servlet/servicedesk/customer/confluence/shim/spaces/ALL/pages/105906216
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