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In Quick View, go to the “Appointments recently completed” section and click the appointment button on the left side. You’ll be taken to the appointment detail screen (Classic View)
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If you can’t find the appointment, use the filter search button (the dotted triangle in the “Client First Name” column header to only show a particular client. See more here: Use filter tool to search |
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Step 2: Navigate to
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On the appointment details screen (Classic View), navigate below the Task filter section to the sub-menu of options and click “Attachments”.
Click Attachments (below the “Task filter” section)
Click “Add”
Click Attach files. You can upload a PDF of the notes. You may also be able to upload a Word Document however this is sometimes rejected - use PDF for best results.
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add follow up notes
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Next, in the appointment detail screen scroll down to the case details section:
Click “Case details” tab (if not already selected)
Click the sub-tab “Case Note Information”
Then click “Follow up notes” button.
A plain text box will appear where you can paste notes. When done, click “Submit”.
If you need to review the follow up notes or orignal notes (if any), click “View case note” button.
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This pop up for follow up notes will not include the section breakers for Issues client presented with, Mental health risk assessment and Mental health risk assessment comments. All text entered or pasted will be in plain text and won't have any text formatting applied. |
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Do not click or use the “Add documents” button feature unless directed to do so by Converge or if your notes are hand-written scans that is not in a format that can be copy and pasted. |
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FAQ
Can I delete notes from a closed appointment?
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If you’ve closed or completed an appointment and then noticed the wrong notes were inputted, notify the User Support team at clinicalsupport@convergeintl.com.au. Support - Converge International. Make sure you include the Appointment number or Assist case number along with the date and time of the appointment so we can assist you.
You’ll still need to follow this support article to add the correct notes to the appointment.
How do I view notes from an appointment?
You can view the notes for appointments you have completed with the client by following these instructions: