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You will however, need to tick the three checkboxes as you are completing the appointment on behalf of the Converge International and these disclaimers must be documented as being agreed to in the saved case file which only you access when completing the appointment.
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If you have your own practice which has it’s own Privacy statement or if you are an external consultant who keeps the customer notes on your own device or own premises, you may to present the customer with your own privacy statement (runs in parallel to the Converge one the customer has already agreed to) which outlines how their data (notes from the appointment) is handled and managed. For simplicity, enter the notes into the appointment when completing it in the Phoenix portal and then securely destroy the notes stored on your device. Converge will then manage the customer data and notes. |
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Next steps
Proceed by ticking the three disclaimer check boxes and click “Next” to proceed with the remaining 3 pages for completing the appointment.
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