Practices can request extra sessions for their existing clients to provide additional, short term support aligned with our EAP service.
Before you start:
Make sure you understand how to access the portal and access the profile of a consultant
Ensure you understand Extra Sessions guidelines
Step 1: Select a client
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In the event that your client requires extra sessions, this can be requested via Phoenix. An extra sessions request is sent to the client’s organisation for review. Standard extra sessions requests receive an outcome (approved or declined) within 7 business days.
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Extra session requests are submitted to the client’s organisation for review. When making a submission, the client’s personal details are not shared with their organisation to maintain their confidentiality. No identifying details are shared. Both you (the consultant) and the client will receive the outcome email. |
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Submitted extra session requests can take up to 7 business days for an outcome. Please refrain from contacting Converge within this time for an update on the status of the Extra session request. We also request that you refrain from rebooking or suggesting a future session time with your client until you have received the extra sessions outcome, as this is not a guaranteed process. |
Step 1: Select the client
Locate the client by clicking on their appointment in “Calendar View” (on the My Calendar tab on the left hand side).
Step 2: Navigate to the clients'
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Assist case
After clicking open on the clients'
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appointment, navigate to the
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ASST case by clicking on the
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If your client has more than 1 assist case, click here to learn more before proceeding. |
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hyperlink next to Parent Case: ASST-XXXXXX
Step 3: Select an action from task filter
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\uD83D\uDCD8 Instructions
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Highlight important information in a panel like this one. To edit this panel's color or style, select one of the options in the menu. |
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Assist Case page, navigate to the Task Filter.
From the task filter, click on a link with the black flame icon (to the left). This is usually “Select Consultant”, “Next Steps” or “Waiting for Appointment Completion”.
Step 4: Request extra sessions
On the next page, at the top right corner will be three dots (see image). Click the three dots to reveal actions menu options
Then click “Add Work”,
Then from the sub-menu, click “Extra Sessions Request”.
Step 5: Complete extra sessions request form
You’ll now be taken to the extra sessions form, where you can formally apply for the extra sessions.
Select “Consultant” as the requestor.
Enter the number of requested extra sessions. The maximum is four. Use the entitled sessions as a guide.
Click the calendar icon and select today’s date for the date of request. Do not type in the date.
Complete the remaining two questions about the goal and referral pathway.
Click the “Submit” button.
Scroll down and click the “Confirm” button.
Next steps
You’ve now completed an extra sessions request for your client. Your request will be sent to the client's organisation for an outcome - the outcome will be relayed to both you and the client via email within 8 working days.
To view the status of an extra sessions request, use this guide: View the status of an extra sessions request: Practices
Clinical Review
If your client’s sessions exceeds the clinical review threshold (including remaining, completed, upcoming/scheduled sessions plus the sessions from your current request) a clinical review will occur.
Follow this guide for more information: Extra Sessions - Clinical Review: Practices