| Note |
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This guide is for Associates with an Ad-Hoc diary arrangement only. |
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| Info |
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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 for those browsers. 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
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For guidance on completing the first appointment view this article: Completing an appointment (1st session) via Quick View
For guidance on completing all follow up appointments view this article: Completing an appointment (Quick View)
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Here’s the key teams to contact at Converge International and what to contact them for:
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Reason
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Team
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Calendar scheduling enquiries (break periods & changes in hours), annual & personal leave & supervision enquiries
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User Support Team
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people.assistadmin@convergeintl.com.au
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For login issues, troubleshooting, help & guidance in the Phoenix portal and anything else
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User Support Team
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Support - Converge International
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For creating the 1st booking with new clients & any queries from clients
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Customer Service
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customerservice@convergeintl.com.au or for urgent enquiries, call 1300 687 327
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Changes to contract and profile (contact details, address changes, banking details, specialties, etc.)
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People, Culture & Learning team
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Next Steps
Now that you have an overview of Phoenix and the Quick View page within Phoenix where you’ll complete most of your work from, your next step is to either complete an appointment from the portal after you conduct it with your client or wait for a referral from our client services team.
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