On In each instance where a customer has requested a Rapid Response Service via Converge (i.e., a referral), a Customer Program (CP) number will be established. This is an alphanumeric number which identifies this as being a ‘parent case’.
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All clinicians are required to accurately add all ‘activities’ and their associated case notes utilising the Universal Case Management (UCM) system with Converge for each booked Engagement.Please refer to the below guides for how to add activities and capture case notes for each Engagement:
Engagement - how to add activities and write case notes
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To access each job, refer to the user guide:Viewing your Engagements (Job Bookings) |
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Do not select ‘Conclude’ until all activities and their associated case notes have been entered. If there were no activities undertaken (i.e., no uptake of service), refer to section XXXXX below.: Recording No Uptake of Service |
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As activities are added, use the ‘filter’ option of and select ‘ALL’ to view all activities added, or filter by type |
Commence adding activities - instructions are as listed in the table of contents below:Please refer to the below guides for how to add activities and capture case notes for each Engagement:
Adding a Group Activity and Writing Case Notes
Adding an Individual (one-on-one) Activity and Writing Case Notes
Adding a Walk-the-Floor Activity and Writing Case Notes
Booking an Initial Follow-up Service for Individuals
Recording No Uptake of Service
Adding Additional Service Delivery and/or Travel